April 24, 2019

SHI 4.24.19 – And The Winner Is ….

This calendar quarter, the contestants for the MOST ACCURATE GDP FORECASTER are: The Atlanta FED:  As of 4/19, they are projecting a Q1, 2019 GDP growth […]
April 17, 2019

SHI 4.17.19 – The FED: Quantitative Neutrality

We all know the meaning of ‘Quantitive Easing’ — or QE — right?  And we know the FED was recently engaged in ‘Quantative Tightening’ — by […]
April 10, 2019

SHI 4.10.19 – Steaks, Nighttime Lights and the GDP

Shocking, right?  Who knew?  We can thank Yingyao Hu and Jiaxiong Yao of the International Monetary Fund (IMF) for this groundbreaking revelation. What does this have […]
April 3, 2019

SHI 4.3.19 — Inversion Reversion, Fear and Loathing

  There is no doubt:   Yield curve inversion is a popular topic!   And we all know why:   Because ‘inversion’ it is a much-ballyhooed, highly-precise […]