Does The Truth Matter To You?

Growth, jobs, legislation, polls, and the Dow.


Goldman Econ Reveals Top Charts Of 2017: It’s All About Goldilocks

May Goldilocks be with you in the new year… beware of those three bears.

Holiday Drift.

Waiting on Santa.

The Clock Is Ticking: Full Week Ahead Preview

All in all, “no rest for the weary” if you’re a market observer/trader. 

Bubble Trouble.


Leftovers: Full Week Ahead Preview

Ok, look: if you’re still hungover from a combination of turkey, greasy mashed potatoes, and copious amounts of not-quite-top-shelf red wine, it’s time to snap out of it because last week is melting into this week as tends to happen historically on Sundays.

Super Mario: Full Week Ahead Preview

As usual, the docket is full and the risks are multiplying.

I Don’t Want To Be Disappointed.

“I am fully committed to working with XIV to get. This. Job. Done.”

Spot The Problem With These Forecasts

There’s just one, tiny problem…

Presenting: A Crazy Week In Charts

Ok, well this was an interesting week…

U.S. GDP, ECI Both Miss; Yields, Dollar Plunge

U.S. Second Quarter Employment Cost Index Rose 0.5%; Est 0.6%

‘Well What If There Is No Tomorrow?’: Fed, Kushner, And Full Week Ahead Preview

Ok, it’s Sunday evening at HR, and you know what that means…

The Going Rate For Being “A Bloody” Bitch Is Now €100 Billion

Yeah, so it turns out that exiting the European Union is probably going to be “bloody” hard for Britain. Who knew? And it’s made even harder by the fact that Theresa May is promising to be a “bloody difficult woman” throughout the protracted negotiations. So you know, this is a lot like what’s going on…

Was Q1 GDP “Grossly Distorted”? Oh, And We’ve Been Long RVs Since Day One

Right, so earlier today we got the first read on Q1 GDP and it wasn’t… err… it wasn’t great. In fact, the economy expanded at the slowest pace in three years and consumer spending (which, like Ron Burgundy, is “kind of a big deal”), rose just 0.3%, the worst performance since 2009. (BBG) The knee-jerk market…

GDP Misses – But Hey, It Could Have Been Worse

U.S. First Quarter Advance GDP Grew 0.7%; Est. 1%.