26 06, 2019

Wesbury’s Outlook – This Crazy Rate Cut

By |2019-06-26T11:14:20-04:00June 26th, 2019|Fed Reserve, Financial, Governments, Interest Rates, Outlook, Uncategorized|0 Comments

The narrative that the U.S. economy is in trouble – some say teetering on the edge of recession - has become so powerful and persuasive that few investors give it a second thought. So of course, they believe, the Fed should cut interest rates. We haven't seen anything like it since the Fed was hiking [...]

10 04, 2019

Wesbury’s Outlook – Economy on Very Solid Ground

By |2019-04-10T10:42:37-04:00April 10th, 2019|Bullish, Debt, Fed Reserve, Financial, Governments, Outlook, Policy|0 Comments

What a difference a month makes. Last month many economists had pushed down their estimates for first quarter economic growth to near zero. The Atlanta Fed's "GDP Now" model was projecting real GDP growth at a 0.2% annual rate in Q1, which would have been the slowest growth since the weather-related negative reading in the [...]

11 02, 2019

Wesbury’s Outlook – Where’s the Recession?

By |2019-02-11T16:23:42-04:00February 11th, 2019|Fed Reserve, Interest Rates, Outlook, Policy, Spending|0 Comments

Whatever happened to the recession calls? Seems like just a few weeks ago that the correction in the stock market as well as the partial government shutdown had convinced many analysts and investors the US was about to enter a recession. Fortunately, the data haven't cooperated. Ten days ago we got the employment report for [...]

30 01, 2019

Wesbury’s Outlook – Don’t Obsess About the Fed

By |2019-01-30T16:47:10-04:00January 30th, 2019|Debt, Fed Reserve, Financial, Governments, Interest Rates, Outlook, Policy, Spending, Uncategorized|0 Comments

When it comes to monetary policy, one thing looks certain for 2019 - journalists, pundits, investors, and analysts will pay it way more attention than it deserves. The spotlight is currently on Wednesday, when the Federal Reserve will issue their first statement of the new year. The consensus expects no changes in rates, and we [...]

23 10, 2018

Wesbury’s Outlook – Robust Growth Continues

By |2018-10-23T04:30:39-04:00October 23rd, 2018|Fed Reserve, Financial, Interest Rates, Media|0 Comments

Economic growth continued at a robust rate in the third quarter, supporting the case for both a continued bull market in stocks and further rate hikes from the Fed. While we might make minor adjustments when we get Thursday's data on durable goods, international trade, and inventories, right now our model forecasts real GDP expanded [...]

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