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Inflation: From Pitbull To Poodle?
Inflation continues to moderate. In early 2022, we predicted that the headline PCED inflation rate would decline from 6%-7%…
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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Q4 GDP Report Was Weak & Inflation Moderated
The headlines in the financial press today suggested that Q4's real GDP was strong. On closer inspection, it…
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Less Inflation & Growth In Three Regional Surveys
We now have three business surveys for January conducted by the NY, Philly, and Richmond Fed district banks. Collectively, they…
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The Economic Week Ahead: January 23-27
The Federal Open Mouth Committee is giving us a break. Their blackout period started on Saturday. We won't…
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Inflation Is Falling
Interest rates fell sharply today on news that December's PPI confirmed that inflation is falling rapidly. The PPI…
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Small Business Owners Say Job Market Cooling
December's NFIB survey of small business owners should make the Fed's hawks a bit less hawkish.…
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The Economic Week Ahead Jan. 9-13
The Q4-2022 earnings reporting season starts this week with the big money center banks. They are unlikely to surprise investors.…
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Happy CPI Inflation Surprise Coming Jan. 12?
The stock market could start to discount the possibility of a lower-than-expected December CPI report, which will be released on…
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Regional Puzzle Pieces Showing Slowing Economy & Inflation
Almost everyone working on Wall Street is on vacation, except for the bears. They've been munching on stock…
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Fireworks Before Christmas?
Santa is on his back foot. Fed Chair Powell's presser was hawkish last Wednesday. Thursday's batch…
