Robert SwigertApr 1314 minThe Fed Means Business...ContractionInflation Comes in Two Varieties. Understanding Them Sheds Light on Where Prices Are Headed Today the CPI registered an 8.5% increase for...
Robert SwigertJan 252 minThe Winter of Our DiscontentIt's going to get a lot colder before we're through What are the markets trying to tell us about where we are in the economic cycle? View...
Robert SwigertAug 18, 20213 minKissing the Ring, Part IIChina Tells the World You're Not the Boss of Me As we wrote in November 2020 in Kissing the Ring, or, The First Rule of Power, we at...
Robert SwigertAug 11, 20212 minFed-Vision, by goodsteadA Totally Revolutionary Way to See Inflation Exactly As the Federal Reserve Sees It. Only from goodstead Below, we show what the Fed sees...
Robert SwigertAug 4, 20215 minSlowly, but SurelyNew Economic Data Paint a Picture of a World Emerging from Its Slumber--But It's a Cold Spring Q2 US Gross Domestic Product Shows...
Robert SwigertJul 21, 20216 minThe Cure for High PricesThere's an Old Saying among Commodity Traders: The Cure for High Prices is High Prices Persistent underinvestment in American housing...
Robert SwigertJul 13, 20213 minWho Wants to Buy My Used Car?Transitory Price Increases Once Again Drive Headline Numbers Prices for used cars increased by a month-over-month 10.5% in June, crushing...
Robert SwigertMar 19, 20214 minThe Whites of Their i'sMarkets Grapple with Changes in Inflation Expectation, or the Whites of Their i's Fear is a greater evil than the evil itself Inflation...
Robert SwigertNov 17, 20203 minThe Recovery Wanes, Optimism WaxesConsumer Spending Down, Credit Card Debt Down, Household Debt Reaches Record Retail sales, the indicator most closely associated with...
Robert SwigertNov 13, 20203 minThe Paradox of ThriftOr, When Vice is Virtue, and Virtue Vice Personal savings rates in the United States have been on something of a wild ride this year. ...
Robert SwigertNov 10, 20202 minLight at the End of the TunnelGreater Clarity on the Election Winner and News of a Vaccine Are a Powerful Booster Shot to Markets The first trading day after multiple...
Robert SwigertOct 22, 20202 minWhither Bonds?Yields on the 10 year and 30 year increase as US Government obligations go on sale The 10-year yield is up .3%, and the 30-year yield is...
Robert SwigertOct 7, 20202 minThe Market Is a PunditIt used to be that markets would react to GDP figures, employment numbers, balance of payments, producers' indexes, consumer sentiment,...