Increasing wages, rising rates, and looming inflation have caused a shakeup in the markets, but investors shouldn’t fret. When should investors panic about inflation and rising rates? At HiddenLevers we analyze a wide range of forward-looking economic scenarios, and many of our users have long been interested in modeling the impact of rising rates. AsContinue reading Wage Inflation – Time to Panic Yet?
Current CAPE levels are at the high end, but rising earnings and 2008 earnings dropping out of CAPE could enable the market to keep rising. The US economy is riding into 2018 on a high. Fueled by low interest rates and low inflation, markets continue to make a historic rise. Unemployment is at its lowestContinue reading Scenario Pulse Check: S&P Valuations