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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…
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.
239 posts
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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…
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The Economic Week Ahead: June 12-16
This will be a head spinning week. It could also be another rollercoaster ride in the financial markets. Maybe we…
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China's Post-Lockdown Recovery & Stimulus Disappoint
The Chinese government started to lift its pandemic lockdown restrictions in early December last year. The economic rebound has been…
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S&P 500: Smooth Sailing to Another 2023 High
Hooray! The US government won't default on its debts. There are plenty of jobs. Unit-labor-cost inflation is moderating.…
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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…
