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James Picerno
Early December GDP Nowcasts Show Moderate Growth for Q4 By James Picerno - Dec 15, 2023 1

US economic activity is still on track to slow after strong growth in the third quarter, but recession risk remains low, based on a set of nowcasts compiled by CapitalSpectator.com.Next month’s...

Alfonso Peccatiello
The Pivot Is Here - But It May Mean Less Than You Think By Alfonso Peccatiello - Dec 14, 2023 4

We just got our January 2019 moment: the Powell dovish pivot is here.Contrary to popular belief, a dovish pivot doesn’t mean the Fed is already cutting rates. Instead, it means the necessary...

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