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Upside Productivity Surprise Subdues Inflation, Maybe
Wow! This morning's Q2 Productivity and Costs report was surprisingly good, but a bit hard to believe. Nonfarm…
Inflation
Is inflation transitory, or will it be persistent and even protracted? This is the key question many investors and business managers are struggling to answer. These QuickTakes aim to assess the answer based on the latest data on prices and wages.
243 posts
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The Bull Deserves A Rest
The bull market's winning streak ended today. The Dow closed higher for 13 straight sessions through Wednesday, its…
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US Disinflation Is Made In China
It's not quite the great fall of China. However, something is definitely wrong with China's economy.…
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Sunny Day
Today was a sunny day for stocks and bonds following a few stormy days. That's even though two…
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The Economic Week Ahead: July 10-14
This week is jampacked with June's inflation indicators. On balance, they should show that inflation continues to moderate.…
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Eurozone Is In a Recession
Greetings from Dubrovnik! My wife and I started our vacation in Croatia last Thursday. We will be back in the…
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The Economic Week Ahead: June 26-30
May's personal income will be released on Friday. It is likely to be the week's most…
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Core Inflation: The True Story
A few of our QT members asked us to explain why core CPI inflation, which has been so sticky over…
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A Hawkish Skip at the Fed
In this past Sunday's QT, we wrote: "On Wednesday, Fed Chair Jerome Powell will update us on…
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Inflation Shock Continues to Abate
The pandemic was a shock. It caused lots of aftershocks including an inflation problem which was widely expected to be…
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The Bull Was Pleasantly Surprised by May's CPI Today
Stock prices rallied from the open today on May's CPI report. It wasn't surprisingly good. But…
