público
Two Too-Hot No-Landing Indicators Hit Markets
The stock and bond markets reacted badly to today's stronger-than-expected personal income data and hotter-than-expected PCED. Is the…
Consumer
58 posts
público
público
The Economic Week Ahead, Feb. 21-24
The holiday-shortened week is a light one for economic indicators. The BIG number will be January's PCED inflation…
público
Born To Shop & Fly
We aren't that surprised by the 3.0% m/m jump in retail sales reported today. When January&…
pagado
The Economic Week Ahead, Feb. 6 - 10
The FOMC's blackout period ended on Friday. So we can look forward to lots of chatter from the…
pagado
US Consumers Depress Stock Investors
Bond prices rallied and stock prices fell on renewed worries about a consumer-led recession following the release this morning of…
pagado
The Economic Week Ahead, January 17-20
We expect that more of the Fed's talking heads will be talking this week about monetary policy perhaps…
pagado
Is The Service-Providing Economy Cooling Off?
Consumers have cut back on spending on goods because they went on a goods-buying binge on them during 2020 and…
pagado
pagado
Fork In The Road
It was another day of recession jitters in the stock market as the CEOs of Bank of America and Wells…
público
Soft Landing
The bears disparaged yesterday's stock market rally claiming that Fed Chair Jerome Powell's speech at the…
pagado
Consumers Aren't In the Mood for a Recession
The Atlanta Fed's GDPNow model estimate for real GDP growth during Q4 is 4.4% today, up from…
pagado
What Is The Stock Market Discounting Today?
The stock market is ripping this morning despite disappointing earnings reported by some of the S&P 500'…
