pagado
Super Macro. Not So Super Micro.
Some of the air is coming out of the AI trade. Super Micro Computer hasn't been super recently.…
Consumer
58 posts
pagado
pagado
When American Consumers Are Depressed, They Go Shopping
Consumer confidence has been relatively depressed for the past couple of years according to the Consumer Confidence Index (CCI) and…
pagado
No News Is Good News
Dr. Ed was interviewed on Bloomberg Surveillance this morning at 7 a.m (see link below). Ace journalist Lisa Abramowitcz…
pagado
pagado
Giving Credit To The Consumer
The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
pagado
Confidence Survey Shows Jobs Are Still Relatively Plentiful
The first available monthly indicator of the labor market is the "jobs plentiful" series in the Consumer Confidence…
pagado
Inflation's Puzzle Pieces Painting Bullish Picture
The S&P 500 rose to a new record high of 5308.15 following today's economic numbers.…
público
The Economic Week Ahead: May 6 - 10
It's slim pickings this week on the US economic front. The news is mostly about credit conditions. Then…
pagado
The Economic Week Ahead: April 15 - 19
Following Iran's attack on Israel Saturday, geopolitics should dominate this week's market action. The Q1 earnings…
público
Live Long And Prosper!
American consumers are doing what they do best: They are consuming goods and services. Their consumption of services has been…
pagado
Rolling Recoveries In Manufacturing & Retailing
The rolling recessions in manufacturing and retailing are turning into rolling recoveries. That's our conclusion based on today&…
público
It Was Cold In January, But Spring Is Coming!
Retail sales fell 0.8% m/m in January, much weaker than expected (chart). Leading the way down was a…
