Recession Risk in 2024
Let us talk about the recession risk factors to consider in 2024, where they sit today, and what to watch for in the coming months. Into The Cryptoverse Premium SALE: https://intothecryptoverse.com Into The Cryptoverse Newsletter: https://newsletter.intothecryptoverse.com/ LIFETIME OPTION: https://intothecryptoverse.com/product/subscription-to-the-premium-list-lifetime/ Alternative…
Jobs Report
Let’s talk about the most recent jobs report! In this video, we discuss the unemployment rate, job openings, yield curves, and more. Into The Cryptoverse Premium SALE: https://intothecryptoverse.com Into The Cryptoverse Newsletter: https://newsletter.intothecryptoverse.com/ LIFETIME OPTION: https://intothecryptoverse.com/product/subscription-to-the-premium-list-lifetime/ Alternative Option: https://www.patreon.com/intothecryptoverse Merch:…
Thoughts on Powell’s Semiannual Monetary Policy Report to the Congress
Jerome Powell gave the Semiannual Monetary Policy Report to the Congress today and it certainly has had its fair share of effects on financial assets. In this video we discuss the implications of what was said by Powell, not only…
Labor Market Conditions Index
The Kansas City Fed Labor Market Conditions Indicators (LMCI) are two indicators created to measure the current state and momentum of labor market conditions. The first indicator, referred to as the level indicator, measures the level of activity in labor…
FOMC and Macro Outlook
Yet again, we find ourselves on the eve of the next #FOMC. What will Powell say? Will the Fed Funds Rate increase by another 25 bps? Or will markets be surprised with something different? How will this affect risk assets?…
Sahm Rule Recession Indicator
The Sahm Rule is a recession indicator that was developed by economist Claudia Sahm. It is based on the idea that changes in the unemployment rate can be used to identify the onset of a recession. The rule states that…
S&P 500 Bear Market
Has the #stock market (#SP500) been rejected off the downtrend line for the 4th time in a row? In this video we look at the current #SP500 bear market in the context of prior bear markets. We also spend some…
Macroeconomics: Yield Curve, Inflation, Unemployment, Stocks, and Recessions
During a period where many of us have decided to become armchair economists (myself included), I thought it would be somewhat useful to dive into some larger trends shaping in the current macroeconomic landscape. We can see some inversions on…
The United States: Heading Into a Recession (What it Means for Stocks)
The United States is likely heading into a recession in 2023. While there are plenty of academic arguments that we already went into a recession in 2022 based on two consecutive quarters of negative GDP, there is also the counterpoint…
Job Openings Fall | What it Means for Stocks
The job market is finally starting to soften up with the most recent report from the US Department of Labor. As job openings go down, it makes sense to assume that unemployment will start to rise. As that happens, we…