Enterprising Investor
Practical analysis for investment professionals

recession


The Yield Curve, Recessions, and Monetary Policy Blunders: EI Podcast Highlights

We are three months away from the longest yield curve inversion-to-recession period. Will Cam Harvey's famous recession indicator hold? Highlights from EI podcast.

Can the Fed Pull Off a Soft Landing?

The yield curve is inverted, implying an imminent recession, but the stock market is at or near record highs. What can we make of these contradictory signals?

The Fed Isn’t Bluffing: The Real Threat of an Upside-Down Depression

Paul Volcker restored the Fed's credibility through suffering. The Fed's leadership knows that it must pursue a similar course today.

The Changing Nature of Recessions

We may not have seen the end of boom and bust, but the world’s leading economies do appear to have become more stable in recent decades, Dr. David Kelly, CFA, writes.

Is a US Recession Imminent? Part Two

In January, 70% of CFA Institute Financial NewsBrief readers didn't expect a US recession in 2016. So what about 2017?

The C-Suite Speaks: Getting Back on Track

It was a holiday-shortened week last week, so there weren't a lot of companies talking. It is annual report season though, so a lot of this week's quotes come from shareholder letters. Commentary continues to be positive. Optimism has rebounded with the markets.



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