Eric Basmajian
Contributor since: 2017
Company: EPB Macro Research
Latest Articles
Recession Risk Rising In Europe
SPDR Gold Trust ETF: A Regime Change For Gold
Peak Auto Part II: The Classic Economic Cycle
SPY: The S&P 500 Will Be Increasingly Reliant On Revenue Growth
Banks Report Loan Demand Is Weakening
Bonds Are Saying Something - We Should Be Listening
This Is One Of Today's Bubbles
The Bond Bear Market That Never Came
The Trump Tax Cut Did Not Impact Capital Investment Says The NABE - Should We Be Surprised?
New Data Shows The Slowdown In China May Be Worse Than Previously Forecast
Will A European Slowdown Lead To Parity With The Dollar?
S&P 500 Earnings Are Still Too High - Here's Why The Market Will Re-Adjust
What Can Capital One Tell Us About The Cycle?
Why Are Expectations (Sentiment) Changing So Fast?
Here's Why You Should Focus On Growth - Nothing Else
Should You Trust This Rally? Dr. Copper May Have The Answer
More Inversions: Is The Cycle Over?
Druckenmiller - What Indicators Does He Use?
Bank Of America: Has The Macro Landscape Improved For Banks?
The Cycle's Last Stand
Bond Bears Are Going To Need A New Story - Long-Term Rates Are (Still) Headed Lower
What Are You Going To Do When The Buybacks End?
Here's Why U.S. Interest Rates Are Low - Hint: It's Not Europe
The S&P 500 Pushed The Federal Reserve Too Far - Now It's Too Late
Let's Talk About Growth - 8 Countries Don't Have It
KRE: Do Bank Stocks Have More Downside?
LQD: Have We Forgotten About Credit Spreads?
Is The Market Calling The Fed's Bluff?
Did Gundlach Capitulate On Interest Rates?
Toll Brothers Confirms The Housing Slowdown - What's Next?
The Yield Curve Inverted - Now What
Pending Home Sales Add To Housing Woes