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50 Shades of Bright Colors
The economic picture remains bright. The Atlanta Fed updated its GDPNow model today. Q1's real GDP is tracking…
GDP
39 posts
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público
Leading Indicator Still Misleading
January's Index of Leading Economic Indicators (LEI) was down again by 0.4% (chart). It has been falling…
pagado
The US Economy Remains Bullish
One day, there will be a recession. It just didn't happen in 2022 or 2023, as was widely…
público
The Week Ahead: January 22 - 26
The week ahead should be another good one for our "immaculate disinflation" scenario. December's Index of…
pagado
Good News Is Bad News
Today's September reports for retail sales and industrial production were better than expected. The Atlanta Fed's…
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Upside Surprises
The economy isn't landing; it's flying high. Following better-than-expected July reports for housing starts and industrial…
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The Economic Week Ahead: August 14-18
This week is packed with July's composite cyclical indicator releases which should ease fears that economic growth might…
pagado
Inflation Remains On Downward Trend
The FOMC can take the rest of the year off. The federal funds rate is now restrictive enough to bring…
público
The Bull Deserves A Rest
The bull market's winning streak ended today. The Dow closed higher for 13 straight sessions through Wednesday, its…
pagado
The Economic Week Ahead: July 24-28
The Fed is widely expected to hike the federal funds rate (FFR) on Wednesday by 25bps to a range of…
pagado
Rolling Expansion?
What happens after a rolling recession? Perhaps a rolling expansion as the economic sectors that fell into a recession recover.…
pagado
A Hawkish Skip at the Fed
In this past Sunday's QT, we wrote: "On Wednesday, Fed Chair Jerome Powell will update us on…
