All Posts Tagged: Recession
Investors are working overtime to divine not only the Federal Reserve’s next move, but how many more rate hikes we are likely to see in this cycle.
For more on this, see highlights of my report below, followed by a link to the full U.S. Outlook, delivered on Nov. 16.Key observations:
- My forecast: We are expecting three more quarter-point rate hikes by the middle of 2019 and then a pause.
- The Fed’s record of achieving a soft landing for the economy after an interest-rate tightening cycle isn’t all that good.
- We have the FOMC starting to cut interest rates again by 2020 — a full nine months after the committee pauses.
NOTE: There will not be a U.S. Outlook next week; it will return on Nov. 30. Happy Thanksgiving!Read More ›
The troubles in emerging markets have been brought to the fore over the last few months as issues in Turkey have worsened and South Africa has entered a recession.Read More ›
Savvy business owners know that surviving and flourishing is all about keeping costs under control, regardless of the external business environment.Read More ›
The current bull market isn’t over yet.Read More ›
There is increasing evidence that a sizable portion of the tax cut is being funneled into stock buybacks.Read More ›