Paid-members
Fedspeak Monitor: July 8th
With the Fourth of July falling midweek this week, we did not see very much new Fedspeak. Williams, Logan and Goolsbee all made hawkish comments, suggesting a need for further rate hikes this year.
Paid-members
Watch For Takeoff in Aircraft Investment
Lately, everyone has been looking closely for reliable recession indicators. We have been as well, but when we look at the overall labor market and investment picture, more and more things seem to be saying “No Recession.”