paid Week Ahead • 2 min read 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…
paid Housing Market • 2 min read Rolling Expansion? What happens after a rolling recession? Perhaps a rolling expansion as the economic sectors that fell into a recession recover.…
paid Fed • 2 min read A Hawkish Skip at the Fed In this past Sunday's QT, we wrote: "On Wednesday, Fed Chair Jerome Powell will update us on…
paid GDP • 2 min read The Economy Is Still Gliding Along Apparently, the debt ceiling issue has been resolved over the weekend, as we expected. The stock market might rally on…
public GDP • 1 min read Inventories Depress GDP Economic growth wasn't as weak as suggested by real GDP which rose only 1.1% (saar) during Q1.…
public Autos • 2 min read Falling Interest Rates Interest rates continued to fall today after Jamie Dimon, who is the President, CEO & Chairman of JP Morgan Chase,…
public Consumer • 1 min read Born To Shop & Fly We aren't that surprised by the 3.0% m/m jump in retail sales reported today. When January&…
public GDP • 2 min read Q4 GDP Report Was Weak & Inflation Moderated The headlines in the financial press today suggested that Q4's real GDP was strong. On closer inspection, it…
paid Economic Calendar • 2 min read The Economic Week Ahead: January 23-27 The Federal Open Mouth Committee is giving us a break. Their blackout period started on Saturday. We won't…
paid Consumer • 2 min read 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…
public Recession • 2 min read What Are We Rooting For? On Tuesday, the stock market sold off on fears of a hard landing. On Wednesday, the market rallied on better-than-expected…
paid Fed • 1 min read The Fed: Higher For Longer The FOMC provided its latest Summary of Economic Projections (SEP) today after the committee announced a 50bps rate hike to…