Real Three-month Yield vs. Recessions

Real Three-month Yield vs. Recessions Historically prior to every recession, the three-month yield exceeded inflation by almost 200 basis points since 1960. Today, the real three-month yield (adjusted for inflation) is just above zero. If…

US Yield Curve Inversion and Recessions

US Yield Curve Inversion and Recessions This interesting chart shows the US yield curve inversion (10y-2y spread) and recessions. Historically, by ending the rate hiking cycle before an inversion, the expansion has still some legs…

Ignore the Noise (w/ AK) | The One Thing

Ignore the Noise (w/ AK) | The One Thing This video shows why we should ignore the noise in the market and ask yourself, “what information is useful?” and “what information is just noise?” The…

St. Louis Fed Financial Stress Index

St. Louis Fed Financial Stress Index Before a coming recession, also watch the St. Louis Fed Financial Stress Index for forecasting the future. It uses 18 weekly data series to measure financial stress in the market: seven…

US Stock Market since 1900

US Stock Market since 1900 “For 240 years, it’s been a terrible mistake to bet against America” — Warren BuffettThis great chart of the US stock market since 1900, is a very good illustration of…

When recessions are occurring in the US?

When Do Recessions Occur in the US? Since 1948, recessions occur in the US after the unemployment rate is lower than the natural rate of unemployment (long-term), with a very high degree of confidence.