Dwight Johnston
3 Signs The Economy Has Hit A Plateau
Industry leaders don’t need a crystal ball to see the future. It’s written in auto, jobs, and housing.
Flat Curves And Low Rates
Look at the shape of the yield curve within the context of other factors in the economy and not as a stand-alone predictor of recession.
March Was In Like A Lion, Out Like A Lion
The lion ate the lamb for dinner, but on this last day of the month, the stock market is finally quiet.
Return Of The Trade Hype
Trade news is back in the spotlight after the Trump Administration announced $50 billion in new tariffs aimed directly at China.
Trade Worries: Not Gone. Not Forgotten.
The trade story is not done. It’s just in intermission.
Tipping The Scale
Whether inflation swells or holds steady in the coming year relies on two variables.
Something Different For 2018
A change in the funds rate and 10-year note would bring the yield curve back into the realm of normal after years of being out of bounds.
Three Quarters In, What’s The End Game?
Lost momentum is hard to get back, and the loss of forward momentum in the U.S. economy has become entrenched.