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The Promised Land
The permabears will have to postpone their imminent recession yet again based on today's batch of US economic…
Consumer
58 posts
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Rolling Expansion?
What happens after a rolling recession? Perhaps a rolling expansion as the economic sectors that fell into a recession recover.…
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The Economic Week Ahead, June 5-9
It's a very light week for economic indicators. In addition, the Federal Open Mouth Committee will be silent…
público
Retiring Boomers Have More Time & Money to Spend on Services
Since early last year, many economists have been forecasting that consumers will retrench, causing a recession. They may be missing…
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The Economy Is Still Gliding Along
Apparently, the debt ceiling issue has been resolved over the weekend, as we expected. The stock market might rally on…
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Progress In Debt Ceiling Talks Lifts Stock Prices
Stock prices are up this morning on news that both the Democrats and the Republicans want to get a deal…
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No Hard Feelings
The stock market fell today on Home Depot's disappointing guidance. Consumers fixed up their homes during the pandemic…
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Consumer Staples Prices Inflating
The good news is that the headline PCED inflation rate fell sharply to 4.2% y/y during March (chart)…
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Stocks Buoyed By Solid Consumer Indicators
The widely anticipated recession is still MIA. That's one reason why stocks have rebounded smartly since October 12,…
público
Inventories Depress GDP
Economic growth wasn't as weak as suggested by real GDP which rose only 1.1% (saar) during Q1.…
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Foul Moods
The S&P 500 fell 1.6% today mostly because First Republic's earnings report reminded investors that…
público
The Economic Week Ahead, Feb. 27 - Mar. 3
The economic indicators this week are likely to confirm that the economy is experiencing a rolling recession. Single-family housing is…
