Recent data indicates a significant surge in unemployment benefit claims in the United States, raising concerns about a potential economic downturn. In the week ending October 1, 2022, initial jobless claims rose by 29,000 to 219,000, surpassing analysts' expectations and marking an...
120% Debt to GDP: Can the Dollar Survive? In recent years, the United States has seen its national debt rise to alarming levels, surpassing 120% of its Gross Domestic Product (GDP). This milestone raises significant questions about the sustainability of the dollar and the broader economic...
When the Market Divorces from the Economy The relationship between financial markets and the broader economy has long been a subject of intense scrutiny and debate. Typically, one might expect that a flourishing economy would lead to a buoyant stock market, and conversely, a recession would...
When the "Fed Put" Started: Understanding the Origins and Implications The term "Fed Put" refers to the belief that the U.S. Federal Reserve (the Fed) will intervene in financial markets to support asset prices when they drop significantly—essentially acting as a safety...
The Federal Reserve's decision to raise interest rates is often perceived as a response to various economic pressures. While I couldn't locate a specific article by John Rubino on this topic, several analyses shed light on the factors influencing the Fed's actions. Economic Pressures and...