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Consumers Are Still Consuming
So far, consumers haven’t read the recession memo. They are spending freely, according to MasterCard SpendingPulse, which found that…
US Economy
55 posts
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público
No Recession In Services
Following today's release of September's nonmanufacturing purchasing managers index (NM-PMI), the Atlanta Fed's GDPNow…
público
Slow Moving Economy
August's industrial production and inflation-adjusted retail sales reports today show that the US economy is growing, but just…
público
CPI Tends To Overstate Inflation Relative To PCED
August's CPI unnerved the stock market because its core inflation rate was higher than expected. August's…
pagado
Inflation Shocks The Markets
August's CPI report shocked the financial markets. It was widely expected to confirm that inflation peaked around June…
público
The Economic Week Ahead, September 12-16
It's another action packed week ahead. On the inflation front, we are expecting that, on Monday, the FRB-NY…
pagado
One-Week Winning Streak
The DJIA, Nasdaq, and S&P 500 snapped a three-week losing streak today. Why? After all, on Thursday, Fed…
público
Divine Disinflation In NM-PMI Survey
Investors are rooting for "divine disinflation." We all want inflation to come down without a painful recession. We…
pagado
Peak Freight Rates As US Keeps On Trucking?
US freight rates increased 28% y/y during July, but declined almost 2% m/m. That's according to…
público
Lots Of Jobs, But...
This morning's jobs report for August was a good one even though the unemployment rate rose to 3.…
pagado
August's M-PMI: More Stag & Less Flation
August's M-PMI provides confirmation of our economic outlook including a growth recession and moderating inflationary pressures. On balance,…
pagado
The Economic Week Ahead (Aug. 29-Sept. 2)
Time marches on! September is almost here. The week ahead is packed with employment data starting with July's…
