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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,…
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.
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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)…
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The Economic Week Ahead: April 24-28
This week is jampacked with economic indicators and earnings reports. The BIGGEST numbers will come out on Friday for the…
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Is That Inflation In The Rearview Mirror?
Could it be that the spike in inflation over the past two years was one of the many shockwaves caused…
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Inflation, the Fed & Too Much Happiness
The S&P 500 fell slightly today despite the better-than-expected March CPI data this morning. Inflation continues to moderate.…
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The Economic Week Ahead: April 10-14
The banking crisis is bound to keep investors on edge. This week, the big banks will report their earnings. Last…
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Bond Yields Spiraling Downward
What does the bond market know that the equity market doesn't? The yield on the 10-year Treasury is…
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A Dish of Mixed Nuts
Today's economic indicators show that the labor market remains tight, while manufacturing activity remains weak. That mix supports…
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Banking on Inflation Going Downhill
All of a sudden, we are hearing more chatter about deflation. Yes, that's right: deflation. The story line…
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Inflation: Everything Everywhere But Less So
And the Academy Award for the Biggest Economic Surprise of 2022 goes to . . . inflation. It has defied Fed expectations by…
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The Economic Week Ahead: March 13-17
This week will be jam-packed with economic indicators. More important will be how government regulators deal with the SVB debacle…
