Robert Lloyd, CFA
- Sep 29, 2021
Now we know why growth peaked in 1Q2021
Why did the sentiment indicators peak in the 1st Quarter? Now we know. A few weeks ago, I asked the question what happened in the first...
Robert Lloyd, CFA
- Sep 28, 2021
Disappointing, to say the least.
Insider trading laws apply to all equally, but some are more equal than others. 2 Fed regional presidents resigned in disgrace for...
Robert Lloyd, CFA
- Sep 22, 2021
Consumer Buying Mood Turning Sour
Another slide from last week's consumer report indicates consumers' buying mood is really sour. When did we last see buying mood plummet...
Robert Lloyd, CFA
- Sep 21, 2021
High inflation is killing consumer confidence
Our economy is driven by consumer spending and confidence. High confidence leads to spending, investment, activity and employment. Low...
Robert Lloyd, CFA
- Sep 15, 2021
August Inflation Hovers Over 5%
August inflation did not go much higher as many expected. Why? Yesterday, the BLS reported 5.3% year-over-year inflation and 3.3% 2-year...
Robert Lloyd, CFA
- Sep 6, 2021
The Global Economy Is Clearly Slowing Down
Two critical data points on the economy came in today and both were disappointing. Purchasing Manager Indicators from the US and China...
Robert Lloyd, CFA
- Sep 6, 2021
Is Senator Manchin A Blue Dog?
Maybe. He does state that he is worried about budget deficits and inflation. Last month he wrote an open letter to Fed Chair Jerome...