by pentoport | Nov 15, 2024 | Commentary
November 15, 2024 Fiscal and monetary policy changes are what drive the data behind the 20 components in my IDEC Model. The election of DJT will most likely provide for significant fiscal and maybe even monetary policy changes. The political winds are behind lower...
by pentoport | Oct 2, 2024 | Commentary
October 1st 2024 So, the Fed has pivoted once again. Jerome Powell has done so many twists that Chubby Checker would be envious. Or better said, the Fed has panicked and now realized it is again offside on its inflation target. Hence, Powell feels compelled to move...
by pentoport | Sep 13, 2024 | Commentary
September 13, 2024 The labor market is clearly weakening. But in reality, this is what needs to happen. Short-term pain is needed to reconcile the great imbalances created by decades of free money. The alternative is intractable inflation that renders the middle class...
by pentoport | Aug 30, 2024 | Commentary
August 30, 2024 While the long-anticipated recession still lies ahead of us, the fact remains that the US economy is anemic and getting weaker. Therefore, it is imperative to be aware of the reasons why those predicting any sort of economic rebound should be extremely...
by pentoport | Aug 22, 2024 | Commentary
August 22, 2024 Advanced retail sales accelerated by 1% for the month of July, according to figures that are seasonally adjusted but not adjusted for inflation. Economists surveyed by Dow Jones were looking for a 0.3% increase. June sales were revised to a decline of...
