GBGR News and Press, Global Beta Momentum-Growth From 08/02/22

When measuring markets in percentage terms, the math is very deceiving. The investing lesson investors have yet to learn is that capital preservation matters most in achieving long-term financial goals. In the end, market corrections are very bad for your portfolio. Ever...

Political Calculations' initial estimate of median household income in June 2022 is $77,881, an increase of $616 (or 0.82%) from the initial estimate of $77,265 in May 2022. Once again, inflation eroded all of the nominal month-over-month gain for American households in June 2022. For...

The inflation surge has dominated the narrative for equity investors in 2022. Computer chip shortages, COVID shutdowns, and the war in Ukraine have combined to create broad supply chain bottlenecks that limited automotive production globally. In this environment, investors in US e...

On July 28, the Bureau of Economic Analysis reported that the nation's inflation-adjusted (or "real") Gross Domestic Product fell at a 0.9% annual rate in the second quarter (Q2). A less familiar measure—Gross Domestic Income, or GDI—is payments to the domestic labor and...

US companies see strong food grocery sales as consumers focus on essentials. Food manufacturers report smaller gross margins as rising input and operating costs outpace sales growth and price increases. Consumer food price inflation ticked higher in June, reaching 10.4% in the US ...

Many of the downside risks flagged in our April World Economic Outlook have begun to materialize. Despite slowing activity, global inflation has been revised up, in part due to rising food and energy prices. As advanced economies raise interest rates to fight inflation, financial ...

Full employment does not imply the disappearance of all unemployment as there could still be structural unemployment. A pause in rate hikes is not a true pause but rather a reduction in the pace of overall tightening if the Fed carries on with QT. Ultimately, things boil down to w...

Economic fluctuations can result from swings on the demand side (total nominal expenditures) or the supply side (general productive conditions). On the demand side, we should keep nominal expenditure as steady as we can. On the supply side, we should keep taxes low and regulation ...

We’ve had two consecutive quarters of negative GDP growth, but what’s happening under the hood? The hangover of pandemic policies like lockdowns, in addition to fiscal, monetary, and regulatory policies animated by ideology rather than sound economic principles, are bear...

Over the course of the first six months of the year, real GDP declined by 0.63%. Today, the economy is only about 2.2% below its most recent trend, but it is a gigantic 26% below its long-term trend. Recession Lite seems like an apt descriptor for today's economy, because a lot of...