Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal relief package no longer anticipates a stimulus before 2021, resulting in a 50% cut to its Q4 GDP forecast, from 6% growth to 3%. Its chief political economist Alec Phillips writes that with Congress having recessed for Thanksgiving without progress on fiscal relief…
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we catch up on...
J.C. Penney (JCP) reported an increasingly worrisome sales performance last week as the company put forth its Q1 2017...
The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
Good Sunday morning to all! I, Seth Golden, will be flying solo on this Research Reporting mission as our...
Retail stocks were punished on January 27, 2016 as fear levels increased over the potential for a border tax.The...
Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is...
In this week’s State of the Market we review a couple of key breadth indicators that may help to...
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