Monthly Archives: July 2024

Danielle was a guest with Jim Goddard on Talk Digital Network talking about recent developments in the world economy and markets. Here is a direct audio link.

Hoisington’s Q2 Review and Outlook is now available; see Monetary and Fiscal Extremes. One of several standout charts shows the US Net National Savings Rate since 1929, negative in 2024 for only the second time ever, as the federal budget … Continue reading →

Canada’s June unemployment rate of 6.4% was up 160 basis points from the cycle low of 4.8% in June 2022. Since the 1970s (as shown below courtesy of RBC), Canada has never had this trough-to-peak rise in the unemployment rate … Continue reading →