Browsing Tag

capital investment

Profit mean reversion and recession

Yesterday I retweeted an interesting tweet by Business Insider’s Henry Blodget which references an article on data compiled by Barclays on profit mean reversion and recession. The gist of the article is that a profits recession generally…

Internal and external balance

The global economy is an economic system in which any country’s domestic economy is inextricably linked to other economies through the balance of payments mechanisms. The ability to place events within their global context is consequently…

The Fed bias remains toward tightening

I don’t think we got any new information from the economy or the Fed yesterday. While the GDP report was below expectations, it was exactly where the Atlanta Fed said it would be. And the Fed has not altered its stance. It is prepared to…

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