Federal Debt/Deficit
Economic Outlook
Continue to project higher interest rates over the next six months, particularly longer maturities. After rate hike in May, Fed’s actions will be more “data driven”.
Economic Outlook
Based on our 6-12 month yield targets, short end of the yield curve looking more attractive.
Economic Outlook
It may be difficult for the economy to prolong its expansion, with the auto and housing sectors weakening and consumer spending a big question mark.
Inflation Watch
The major inflation concern is to what degree significantly higher energy costs will be passed through, even if energy prices stabilize or decline.
Economic Outlook
It may be difficult for the economy to prolong its expansion, with the auto and housing sectors weakening and consumer spending being a big question mark.
Inflation Watch
Expecting economy to slow in 2006, with possibility of recession developing late in the year. Energy prices remain a wild card.
Economic Outlook
The current economic expansion is considered late stage.
Economic Outlook
Still view long rates as potentially vulnerable to strong economy and unexpected inflation.
Economic Outlook
Still bearish on the bond market based on rising inflation and further Fed tightening.
Economic Outlook
Still bearish on the bond market. Boosting bond market target yields based on rising inflation and further Fed tightening.
View From The North Country
Steve Leuthold lays out both the bullish and bearish stock market cases.
Economic Outlook
Still bearish on the bond market. CPI inflation could continue to surprise on the upside; the economy never did hit a soft patch; and Fed may still make several more rate hikes.
Economic Outlook
Still bearish on the bond market. From today’s low interest rate levels, there is not much upside, but downside is significant!
Economic Outlook
Still bearish on the bond market. May deficit report encouraging.
View From The North Country
A recap of the year so far, and our outlook for the second half of 2005.
Economic Outlook
Today, the yield curve has flattened but has not yet inverted. The economy may be in for a soft patch, but there are no signs of recession yet.
Economic Outlook
The U.S. deficit was not a bond market negative in 2004, but continuing long term deficits will become a negative.
View From The North Country
Steve presents some his very long term worries. These include debilitating and dangerous inflation, run away government spending, and an impending crush of personal debt.
Economic Outlook
The current economic expansion reached three years at the end of 2004. Since WWII, the average expansion has lasted 57 months.
Economic Outlook
The current economic expansion reached three years at the end of 2004. Recession could possibly be getting underway by end of 2005.
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