paid Inflation • 2 min read Loose Fed Lips Sink Stocks & Bonds Stock and bond prices fell today as two none-voting FOMC participants (Bullard & Mester) suggested that higher-for-longer interest rates will…
paid Economy • 2 min read 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…
public Surveys • 1 min read Regional Surveys Suggest Weak M-PMI Bonds and stocks might rally tomorrow if the M-PMI is as weak as suggested by the regional business surveys conducted…
public Economic Calendar • 1 min read The Economic Week Ahead: Sept. 19-23 It's a light week for economic releases in the US. The focus will be on the Fed. Wednesday…
public Consumer • 1 min read Consumers Have Nothing To Fear But The Future Consumers are looking into their crystal balls and they don't like what they see. Even though the present…
paid Economy • 1 min read More Signs of A Mid-Cycle Slowdown The latest batch of economic indicators are in line with our mild recession outlook (a.k.a., a mid-cycle slowdown)…
public Inflation • 1 min read NY Fed Survey Shows Easing Pricing Pressures The NY Fed's July business survey showed significant declines in the prices-paid and prices-received diffusion indexes . Six-month-ahead expectations…
public Week Ahead • 1 min read The Economic Week Ahead 7/18/22 The week ahead is a light one for economic indicators. Monday starts out with May's Treasury International Capital…
paid Economy • 2 min read A Growth Recession? Following today's retail sales and industrial production reports, the Atlanta Fed's GDPNow tracking model revised real…
public Economy • 1 min read Jamie's Hurricane The stock market is down this morning on worse-than-expected PPI inflation news, heightening fears of more aggressive Fed tightening and…
public Inflation • 1 min read The Rent Is Too D@mn High! The Fed's ultra-easy monetary policies, in response to the pandemic, caused home prices to soar, and now rents…
paid Economy • 1 min read Goldilocks & the Fed Was today’s June employment release a Goldilocks report? Payroll employment rose 372,000, and wages increased 0.3%—not…