When, Not If: In this week’s edition of FedWatch from ITR’s Brian Beaulieu, he suggests that the question about interest rates is about when, not it they’ll come down. Check out his six minute analysis of the five reasons behind his prediction.
1. Retail sales (not as strong as it looks)
2. Industrial Production and manufacturing (not as strong as we’d like)
3. Housing (an interest rate spoiler?)
4. Mortgage rates (a limit to reduction)
5. Interest rates will come down starting in …..
A Trade Primer
A Trade Primer: Trade is that area of economics most removed from the view of most people, but no less important than the other sectors. Economist Brian Wesbury offers a page primer that will increase your economic IQ. Check out his most recent “Three on Thursday-International Trade.”
