Blogs - us economy

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August Unemployment – The Recession Begins to Emerge

04 Sep 2020 - Steven Blitz

Not that one could tell that from the strong headline job gains, but remember the critical aspect of understanding the economy’s dynamics is that there is the mandated shutdown and reopening overwhelming the data – and.

#Recession #US Economy #Steven Blitz #unemployment

July Durable Goods - Catch-up is done, it is all about growth expectations from here on out

27 Aug 2020 - Steven Blitz

The cycle of shutdown and reopening impacted the monthly change for durable goods , but with the July increase the sum of these monthly changes YTD is now back on track with year ago levels. From here on out, the pace.

#US Economy #Steven Blitz #durable goods

Last dance for US fiscal spending

23 Jul 2020 - Steven Blitz

Republican Senate Leader McConnell waited for this last minute to begin negotiating this“stimulus” package because he knew it would limit the bill’s scope. No side wants to see critical aspects of the CARES Act just.

#US #US Economy #Steven Blitz #Fiscal Policy #unemployment #US election #deficit

Why we remain bears

23 Jun 2020 - Charles Dumas

This blog summarises our View on our bearish views about US stock prices. Steve Blitz’s analysis of the US economy in 2020-21 shows the policy context for the November elections. But our pessimism about stock-market.

#US Economy #Steven Blitz #Charles Dumas #coronavirus #stock market #bear market

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