About R&A

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So far R&A has created 70 blog entries.
22 01, 2019

Wesbury’s Outlook – Solid Growth to Finish 2018

By |2019-01-22T12:54:09+00:00January 22nd, 2019|Bullish, Employment, Financial, GDP, Outlook|0 Comments

Normally, the end of January sees the government's first estimate of real GDP growth for the fourth quarter. But with no end in sight for the shutdown, which has already seen numerous other data releases postponed – including figures on retail sales, international trade, inventories, construction, and durable goods - it's very unlikely the GDP [...]

11 01, 2019

Wesbury’s Outlook- No Sign of Recession

By |2019-01-11T10:53:43+00:00January 11th, 2019|Bullish, Employment, Financial, Media, Outlook|0 Comments

Talk about destroying a narrative. On Friday, the Labor Department reported 312,000 new jobs in December, with an additional 58,000 from upward revisions to prior months. Recession talk got crushed. The Pouting Pundits of Pessimism claim jobs are a lagging indicator, but the pace of payroll growth starts declining well before a recession starts. In [...]

21 12, 2018

A Whole Lotta Noise – Michael Rogan

By |2018-12-21T18:08:54+00:00December 21st, 2018|Uncategorized|0 Comments

As we head into the last weekend before Christmas, the news outlets are busy trying to distract us from what should be a joyous time with fabricated stories of impending doom and gloom. Once again we would like to be your antidote to misinformation. For the last 40 years, the US stock market has averaged [...]

4 12, 2018

Wesbury’s Outlook – Scapegoating Powell

By |2018-12-04T14:43:15+00:00December 4th, 2018|Uncategorized|0 Comments

New Narrative Alert: Fed Chief Jerome Powell is to blame for the volatility in stocks. Back on October 3rd, with stock markets near their record highs, Powell said "we're a long way from neutral." That was not long after the Fed had moved the federal funds rate to a range of 2.00% to 2.25%, so [...]

27 11, 2018

Wesbury’s Outlook – Consumers Stay Strong

By |2018-11-27T12:49:34+00:00November 27th, 2018|Uncategorized|0 Comments

It's that time of the year again. Holiday sales data show surging online sales while foot traffic at brick and mortar stores remains tepid. If you have a sense of déjà vu, it's because you heard the same stories last year. Black Friday had a 23.6% increase in online sales this year, according to Adobe [...]

21 11, 2018

Wesbury’s Outlook -“Fading” Fiscal Stimulus; Really?

By |2018-11-21T00:08:21+00:00November 21st, 2018|Uncategorized|0 Comments

Fed Chair Jerome Powell and others have started a new narrative about economic "headwinds." They think past rate hikes, slower foreign growth, and "fading fiscal stimulus" should slow the Fed's rate hikes. But is fiscal stimulus really fading? Powell and others think the growth benefits of both the 2018 tax cuts and increased federal spending [...]

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