US Industrial Downturn: What If Oil and Inventory Join It?

By |2019-08-15T18:42:26-04:00August 15th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Revised estimates from the Federal Reserve are beginning to suggest another area for concern in the US economy. There hadn’t really been all that much supply side capex activity taking place to begin with. Despite the idea of an economic boom in 2017, businesses across the whole economy just hadn’t been building like there was [...]

Green Shoot or Domestic Stall?

By |2019-04-16T17:40:46-04:00April 16th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

According to revised figures, things were really looking up for US industry. For the month of April 2018, the Federal Reserve’s Diffusion Index (3-month) for Industrial Production hit 68.2. Like a lot of other sentiment indicators, this was the highest in so long it had to be something. For this particular index, it hadn’t seen [...]