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Rolling Recoveries In Manufacturing & Retailing
The rolling recessions in manufacturing and retailing are turning into rolling recoveries. That's our conclusion based on today&…
Consumer
60 posts
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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…
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What Is Powell Thinking?
This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
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The Economic Week Ahead: December 18 - 22
On Wednesday, at his presser, Fed Chair Jerome Powell sounded more dovish. So bond and stock prices continued to rally…
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Another Bowl Of Mixed Nuts
The S&P 500 is consolidating its gains since the October 27 bottom. In recent days, its been trading…
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Inflation Cooling
Stocks rallied today as October's PCED inflation rate continued to moderate. Most importantly, the inflation rate of PCED…
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Fed Not Even Thinking About Thinking About Cutting Rates
That's the basic message of the FOMC's minutes released today. The word "restrictive" was…
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Taking A Well-Deserved Break
Today was a day of rest in the bond and stock markets. They didn't do much. Perhaps the…
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Pumping More Oil & Less Gasoline
Fed officials often have said that they want to make sure that inflation is “well anchored.” In other words, they…
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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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Action Packed Week
It certainly has been an action-packed week so far, and there is still Friday to go. Today, the ECB raised…
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Consumers Fretting More About Credit & Less About Inflation
Tech stocks seem to go up whenever the bond yield stops doing so. Leading tech stocks higher today was Tesla,…
