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US Economy Is Hot, Hot, Hot
Today, the Atlanta Fed's GDPNow tracking model raised Q3's real GDP growth rate from 3.2%…
Industrial Production
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Consumers Are Still Shopping, Not Dropping
This morning's data tsunami showed that the labor market remains in good shape and is fueling consumer spending.…
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Consumers Consuming, Producers Producing & Treasury Borrowing
May's retail sales, including food services, rose just 0.1% m/m, weaker than expected (chart). That'…
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Bad News About Goods Is Good News For Bonds & Stocks
The Dow is flirting with 40,000 currently, confirming that good news is good news and bad news is also…
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The Economic Week Ahead: April 15 - 19
Following Iran's attack on Israel Saturday, geopolitics should dominate this week's market action. The Q1 earnings…
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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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The Economic Week Ahead: January 16-19
Last week had plenty of indicators that allowed us to assess the latest readings on US inflation: It is continuing…
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The Economic Week Ahead: November 13 - 17
The third week of the month tends to be action packed with key economic indicators. This week's batch…
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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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Stock Market's Meltup Continues
Investors had a quick look at today's economic indicators and concluded that the economy is still growing albeit…
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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…
