The US economy is slowing

The Conference Board Leading Economic Index (LEI) fell -0.4% in October and hit its lowest since March 2016. This index has not seen an increase for 32 consecutive months, the longest streak on record. The streak has even exceeded the …

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The state of the global economy

https://realinvestmentadvice.com/resources/blog/deficit-spending-keeping-the-economy-out-of-recession/ [Jan 2024 article] Economic growth continues to defy expectations of a slowdown and recession due to continued increases in deficit spending. In fact, the U.S. Treasury recently reported the December budget deficit, which shows the U.S. collected $429 billion …

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Are we delusional about the economy?

by LamboSkillz I think the markets are frothy, and we have been going through mini-cycles which raise and lower sentiment almost on a weekly basis, drifting further and further away from fundamentals. Earnings releases, tax cuts (elections), lower rates, etc. – …

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