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David Halseth
5 days ago1 min read
Pity the Bond Market Investor
For the week ended 1/11/2025. Hopefully, you've eased into 2025 and are keeping those resolutions alive (don't worry—you only have 50...
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David Halseth
Jan 51 min read
Productivity Continues to Rise
For week ended 1/4/2025 After the holiday respite, welcome back to the 2025 edition of Monday Morning Musings. Without further delay,...
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David Halseth
Dec 15, 20241 min read
Inflation Ticks Up - Again
For the week ended 12/14/2024. The narrative over the past 9 - 12 months has been a cooling economy and job creation will result in...
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David Halseth
Dec 8, 20241 min read
Job Creation Remains Solid
For the week ended 12/7. The domestic economy is doing pretty darn well these days, and the latest data point on the labor market seems...
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David Halseth
Dec 1, 20241 min read
Best Month of the Year
For the week ended 11/30/24. Welcome back from your Thanksgiving feasts and let's get right to it. First off, domestic stocks turned in...
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David Halseth
Nov 24, 20241 min read
A Structurally Broken Asset Class
For the week ended 11/23/24. An asset class that continues to disappoint may best sum up emerging market (EM) equities. What held so...
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David Halseth
Nov 17, 20241 min read
Inflation Is Cumulative
For the week ended 11/16/2024. Why do we keep talking about inflation? Well, aside from the point it has been the most cited reason for...
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David Halseth
Nov 10, 20241 min read
A Red Wave Sprinkled With Rising Markets
For week ended 11/9/2024. Yes, Donald Trump won the election last week and if this is the first time you have read/heard of this...
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David Halseth
Nov 3, 20241 min read
Economic data, an election, and Pepto Bismol
For the week ended 11/2/2024. First, the good news is that the economy continued its strong stretch over the summer, powered by the...
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David Halseth
Oct 28, 20241 min read
Halloween & The Election
Monday Morning Musing for the week ended 10/26/2024. As we come down to the final days before the big event, people are wracking their...
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David Halseth
Oct 24, 20241 min read
Monday Morning Musings
The Monday update for the week ended 10/19/2024. Find the latest economic trends and news.
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