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2023-03-30 11:22:51 ET Summary Over the past ten years or so, the venture capital world has been awash with funds, even during times that might be considered to be "downtimes." It is becoming very apparent that the venture capital world benefited from the same "asset bubble" that ...
2023-03-30 09:15:01 ET Summary We had some company-specific news yesterday that was less bad than expected. That sparked a rebound in technology stocks and the retail sector. In today's pessimistic environment, less bad can be really good. The Nasdaq 100 is now in a bull m...
2023-03-30 09:14:00 ET Summary Ongoing strength in the labor market and consumer sector are on the short list of reasons why a number of forecasters have been surprised. ETI and EMI are comprised of 14 indicators that capture a broad measure of US economic activity and are include...
2023-03-30 08:45:00 ET Summary Media reports of dramatic bank runs have receded. Without dramatic reports of bank runs or bank failures, needed reforms are unlikely. The problems in the US banking system will persist outside of the public view. They're likely to cause very ser...
2023-03-30 05:29:05 ET Summary We are seeing early warning signs that the U.S. stock market is headed for a bear market and the economy headed for a recession for several months now. Banks failing in the United States and Europe is just the next domino, and we see a resemblance to...
2023-03-29 22:40:00 ET Summary Lipper Equity Income Funds suffered their fifteenth largest weekly outflow on record during the Lipper fund flows week ending March 22, 2023. February was the largest monthly outflow (-$1.7 billion) since July 2020, and March is looking like it will ...
2023-03-29 13:25:00 ET Summary The economy continued to grow in March, with inflation still unacceptably high, and the Federal Reserve tightening further. A solid job market is the most important factor for consumer spending. Despite this, February retail sales dipped by 0.4 perce...
2023-03-29 03:30:00 ET Summary The inflationary upturn is now being led by stronger service sector price increases, linked largely to faster wage growth. In the service sector, backlogs of work rose as firms struggled to meet the rise in demand. The sustained downturn in deman...
2023-03-29 02:20:00 ET Summary Economic growth accelerated across the four largest developed economies on average in March. However, growth is skewed heavily towards the service sector, with manufacturing continuing to suffer falling orders. The resilience of growth and elevat...
2023-03-28 15:27:00 ET Summary US consumer confidence improved in March despite concerns about bank failures and what it might mean for deposits. It supports a narrative of near-term spending strength, but higher borrowing costs and reduced access to credit are major headwinds whi...