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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…
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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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…
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Thus Spake The Fed Chair
Fed Chair Jerome Powell is the high priest of monetary policy. His pontifications are carefully read and analyzed by his…
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Q4 Productivity & Labor Costs Going Right Way
Bond and stock prices opened weak this morning on good news from the labor market. Good news is bad news…
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The Rent Is Too Damn High!
As a result of the pandemic, the demand for single-family homes soared, and so did their prices. Rising mortgage rates…
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Two Too-Hot No-Landing Indicators Hit Markets
The stock and bond markets reacted badly to today's stronger-than-expected personal income data and hotter-than-expected PCED. Is the…
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Rent Inflation Is Moderating
The CPI's rent of primary residence is showing no signs of peaking, rising to 8.6% y/y…
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The Economic Week Ahead, Feb. 21-24
The holiday-shortened week is a light one for economic indicators. The BIG number will be January's PCED inflation…
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Loose Fed Lips Sink Stocks & Bonds
Stock and bond prices fell today as two none-voting FOMC participants (Bullard & Mester) suggested that higher-for-longer interest rates will…
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Inflation Still Too High But Gliding Down
January’s CPI release today showed that inflation is continuing to moderate, though perhaps more slowly than it did during…
