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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…
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.
248 posts
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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…
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The Economic Week Ahead: May 22-26
On Friday, Fed Chair Jerome Powell said that monetary policy is "restrictive." So Fed policy will be data-dependent,…
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The Economic Week Ahead: May 8-12
Another interesting week ahead. On Monday, the Fed will release the latest Senior Loan Officers Opinion Survey (SLOOS). It is…
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Consumer Staples Prices Inflating
The good news is that the headline PCED inflation rate fell sharply to 4.2% y/y during March (chart)…
