Tag Archive: consumer

Has the Tipping Point Finally Arrived?

Stocks have seen some pressure in recent days, as more and more investors believe that the bear market in bonds has finally run its course. With the 10 year note yield currently right around the 3% level, investors seem to be getting increasingly anxious. The 3% level in yields represents an important psychological barrier that, if broken, could see a sharp and rapid rise even higher in rates. Some analysts have already hiked their year-end predictions for the benchmark 10 year note, calling for yields... Continue Reading

Will the Consumer Sink the Ship?

It’s no secret that first quarter growth was lousy. Many analysts, however, see the economy bouncing back in the second quarter. If the Fed plans to stay on its current course of rate hikes (which it appears to be doing), the central bank must also assume that economic activity will be stronger in Q2. What if these assumptions prove to be false? Q1 GDP came in at a skinny rate of just .7%, and estimates appear to be looking for growth of around 2.5% in... Continue Reading