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Join date: Apr 30, 2021
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Jun 21, 2025 ∙ 7 min
June 2025 Commentary and Economic Outlook
Explore the June 2025 Economic Outlook featuring stock market projections, bond market analysis, inflation forecasts, and commodity trends. Get insights on Fed policy, tariff impacts, and the evolving job market.
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Jun 18, 2025 ∙ 2 min
Oil Price Spike to Cause Stagnation
We now believe that the recent surge in oil prices will cause an uptick in inflation resulting in stagnation, so we are declaring victory...
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Jun 12, 2025 ∙ 1 min
Claims and PPI Confirm Our StagDeflation Call
Unemployment claims, a critical leading indicator of the job market, increased with weekly claims up to 248k vs. expectations of 242k and continuing claims rising to 1,956k vs. expectations of 1,910k.
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