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economy: Archive

John Blank

The Great U.S. Existing Home Mortgage Lock-in

The average 30-year fixed U.S. mortgage rate sat at 3.11% in 2020 and 2.96% in 2021.

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John Blank

Generative "AI" Macro Data Shows U.S. Impacts

There are solid gains to knowledge workers. But smaller ones outside it.

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Tracey Ryniec

Will There be a U.S. Recession in 2026?

Tracey Ryniec and John Blank debate the slowing job market while AI spending is also booming.

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John Blank

What is the Current U.S. Macro Set-Up?

How can traders and investors position themselves?

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Shaun Pruitt

Why Young Millionaires and the Ultra-Wealthy Are Buying More Real Estate: 4 Affordable High-Yield REITs to Buy Now

Amid the "Great Wealth Transfer", many Gen Z and millennial millionaires are showing growing interest in real estate investing.

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John Blank

What Will the New Fed Chair Do?

FOMC policy rates may well be the most important factor -- for stocks.

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Shaun Pruitt

Stocks to Watch if Warsh Becomes Fed Chair

Here's a comprehensive breakdown of the equity markets, stocks, and private venture capital firms that investors may want to watch if Kevin Warsh is officially selected as the next Fed Chair.

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John Blank

Will Fed Policy Choices in 2026 Move Stocks Higher?

The simple answer is "That's doubtful."

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John Blank

What Happened to the U.S. Economy, after so much Policy Uncertainty?

U.S. Policy Uncertainty has been very high - for over a full year.

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John Blank

What is "AI" Cap-Ex Doing?

Beyond driving up GDP growth, what does this spending achieve?

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