Trusted Economic Perspectives

Reducing Our Stock Market Forecasts
At the end of 2021, we set out our projections for the stock market in 2022: 5,250 for the S&P 500 and 40,000 for the Dow Jones Industrial Average.

Focus on the Money, Not Rates
No one can say that the Federal Reserve can’t do the impossible. At long last observers from across the political spectrum agree on one thing – that Jerome Powell and the Fed are well behind the inflation curve and have a lot of catching up to do.

Housing: Heartburn, Not a Heart Attack
When interest rates go up, many analysts start to worry about recessions. That’s not wrong to do, after all Federal Reserve rate cycles are important.
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