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    Tag: expectations

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    Nice Expectations: Handicapping Trump 2.0

    Three years in the past, within the December 17 difficulty of The Espresso Can Portfolio, I predicted:The left’s nice leap ahead into authoritarianism will...

    Inflation Expectations because the Election: Up

    At 10am ET, 10 12 months Treasury yields had been at 4.8%, up from 4.7% at Friday’s shut (delta 8 bps). TIPS 10 12...

    Sentiment, Confidence, and Expectations: The Latter Is Down

    U.Michigan client sentiment and Convention Board financial confidence rise. However expectations drop. Determine 1: College of Michigan Shopper Sentiment (blue, left scale), Convention Board Financial...