Economists rely on a variety of indicators to try and get a read on the economy. But the apparent connection between certain data points and trends and future activity isn’t always obvious or straightforward....
In my latest Panzner Insights podcast, „Paradigm Shift,” I discuss one of the week’s big developments: Most people knew that Bernanke & Co.’s grand experiment would end one day, but that notion has...
According to Business Insider’s Joe Weisenthal, the recent rebound in this key indicator is unequivocally good news— even though we’ve seen plenty of similar rebounds before now that meant nothing of the sort— and...
Here is a brief commentary from Panzner Insights, my members-only website, which I posted yesterday: Leaving aside the question of whether correlation equals causation, there appears to be a strong link between...
Although I’ve often watched the shows hosted by the man Britain’s Independent refers to as „the most widely watched news commentator on the planet,” I’ve never been a guest…until...
At last week’s The Big Picture conference, respected strategist and newsletter writer Michael Belkin posted a comprehensive table with details about the recessions the U.S. has experienced over the past 110...
There’s plenty of debate about—and money riding on—the question of whether we are in the midst of a sustainable recovery in the housing market. Nobody knows for sure, of course, but there are plenty of reasons to...
In „Podcast: The Fed’s Days Are Numbered,” I discussed the Fed’s failure to achieve its stated objectives on both a long and short-term basis, and questioned why Bernanke & Co. continue to...
Today’s data did little to change the fact that ordinary Americans’ views of current economic conditions remain at the odds with what Washington and Wall Street keep telling us. If the history of the past decade...