13 08, 2018

Wesbury’s Outlook- The Kevlar Economy

By |2018-08-13T22:52:25+00:00August 13th, 2018|Bullish, Financial, Governments, Policy, Spending|0 Comments

Since March of 2009, the predictions of economic, and stock market collapse have been non-stop. Doom-and-gloomers have been unrelenting. And it's doubly frustrating since you can't disprove a negative until it doesn't happen. We have written hundreds of pieces since the recovery - and bull market – began, arguing that the pessimism was unjustified. We've [...]

31 07, 2018

Wesbury’s Outlook – The Economic Surge

By |2018-07-31T21:26:27+00:00July 31st, 2018|Fed Reserve, Financial, Governments, Policy, Spending, Taxes|0 Comments

Paul Krugman, Larry Summers and Bob Gordon have some 'splainin to do. Where's that "secular stagnation?" Since 2009, they, along with many others, have said the US economy is stuck at 2% real growth. Their theory got traction after 2009, as the U.S. saw what we called a Plow Horse Economy. But, we never believed [...]

24 07, 2018

Wesbury’s Outlook- Economy Surges in Q2

By |2018-07-24T13:20:33+00:00July 24th, 2018|Bullish, Debt, Financial, Taxes|0 Comments

Economic growth surged in the second quarter this year. The only question is, by how much? Predicting this Friday's GDP report is trickier than usual. First, it's the initial report for the quarter. Second, we have to wait until Thursday for key data on exports and imports, which is particularly important because the trade sector [...]

3 07, 2018

Wesbury’s Outlook – Election Outlook

By |2018-07-03T08:51:08+00:00July 3rd, 2018|Financial, Governments, Policy, Spending, Taxes|0 Comments

At least three reasons suggest the Democrats should be optimistic about taking control of the House this November. First, the party controlling the White House typically loses seats in mid-terms. These include "tidal waves" against the president's party like in 1994 and 2010, when newly-elected presidents Bill Clinton and Barack Obama watched their parties lose [...]

20 06, 2018

Wesbury’s Outlook- Bonds Misjudge the Future

By |2018-06-20T09:19:32+00:00June 20th, 2018|Financial, Interest Rates|0 Comments

We've always been skeptical that bond yields carry deep meaning about the future. Low Treasury bond yields in recent years were said to be a signal of slower growth, or possibly a recession, ahead. And the bond world said stocks were over-valued. Clearly, the forecasted recession never came. Not only is the economy accelerating, but [...]

30 05, 2018

Wesbury’s Outlook – Higher Rates Won’t Cause Debt Spiral

By |2018-05-30T09:41:53+00:00May 30th, 2018|Debt, Financial, Interest Rates, Policy|0 Comments

For decades, investors have feared the national debt growing to unsustainable levels and destroying the US economy. Back in 1981, the public debt of the federal government was $1 trillion; today it's more than $21 trillion. At some point, their theory goes, additional debt is going to be the fiscal straw that breaks the camel's [...]

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