Tag Archives: recession
Watching For Recession
Recent anxiety about an imminent recession sparked discussion of inverted yield curves and falling long term interest rates, The slope of the yield curve – the difference between the yield on the five or 10 year treasury note and a short term instrument like three month T-bills – may signal a recession. The chart shows…
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Recession Chatter
Inspired, or worried, by the stock market there is more and more talk of a recession in 2019. To look past the usual comment that the stock market predicted nine of the last five recessions, a short list of positive and negative signals: Why There Won’t be an Early Recession Economy has momentum, growing faster…
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Yield Curve Anxiety
The slope of the yield curve is a good recession predictor. When the curve is inverted – when the yield on three month T-bills is greater than the yield on the ten year T-Note – a recession is imminent. Similar signals can be seen if the T-bill is replaced by a two- or three-year T-Note…
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How Will It End?
The Fed is raising interest rates, the yields on Treasury notes are climbing, the stock market just had a hyper-speed correct, VIX spiked and the inflation numbers are worrying. Is there a message buried in all these data? Maybe not a clear message, but one sure thing and some hints. The sure thing is that…
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Recession Rumors
One sign that people are worried about a recession is getting questions about one on days the market rises. There seem to have been more down days than up days since the start of the year and the recession question is being asked more on all days. The current recovery is weaker than other recent rebounds….
- Categories Blitzer's Insights, Equities, Fixed Income, S&P 500 & DJIA, Strategy, Uncategorized
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