Category Archives: US Economy

A Merrier Christmas Sales Season

Category: Newsletter, US Economy, US Jobs | No Comments

 Our theme that a new business cycle expansion began in 2016 is easy to see in basic industrial and material sectors we have highlighted in past newsletters.  Less obvious is the persistent consumption trends since the 2008/2009 Great Recession. While consumers have been the backbone of most expansion cycles, they…

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Waiting for the Curve to Invert

Category: Newsletter, US Economy | No Comments

One of the hallmarks of a Bull market is climbing a “Wall of Worry”. Certainly there is plenty of longer term optimism with Consumer and Small Business surveys showing extreme confidence. Yet analysts seem increasingly focused on what might go wrong. In the early days of 2009 – 2012 most…

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