public Inflation • 1 min read Inflation Expectations Looking Peakish July's survey of consumer expectations (SCE), conducted by the Federal Reserve Bank of NY, had some good news…
public Economic Calendar • 1 min read The Economic Week Ahead, August 8-12 It's a big week for inflation indicators. The fun starts on Monday, when the FRB-NY releases its July…
paid Employment • 1 min read Lots of Jobs, But Inflation Eroding Wage Gains July's payroll employment in July blew past forecasts, and there were upward revisions to the prior two months,…
paid Energy • 1 min read The Best Cure For High Gasoline Prices The best cure for high gasoline prices is high gasoline prices. Gas prices have tumbled by 86 cents since hitting…
paid Europe • 1 min read ECB Stuck Between A Rock & A Hard Place Soaring consumer prices and the prospect of energy rationing this coming winter have depressed consumer confidence in the Eurozone. No…
public Inflation • 1 min read Signs of Peak Inflation Today was a good day for those of us expecting to see peak inflation soon. July's US manufacturing…
paid Inflation • 1 min read Tomorrow's ECI Could Be Bad News Q2's Employment Cost Index (ECI) comes out tomorrow morning. In his press conference yesterday, Fed Chair Jerome Powell…
public US Economy • 1 min read It's A Banana! Real GDP fell 0.9% (saar) during Q2, following a 1.6% decline during Q1. That's a "…
paid Economy • 1 min read More Signs of A Mid-Cycle Slowdown The latest batch of economic indicators are in line with our mild recession outlook (a.k.a., a mid-cycle slowdown)…
public SPX • 1 min read Is the Stock Market Discounting Peak Inflation? The S&P 500 rose yesterday by 2.76% to 3936.69. It is up 7.4% from its…
public Inflation • 1 min read NY Fed Survey Shows Easing Pricing Pressures The NY Fed's July business survey showed significant declines in the prices-paid and prices-received diffusion indexes . Six-month-ahead expectations…
public Housing Market • 1 min read Homebuilders' Sentiment Plummets The National Association of Home Builders/Wells Fargo Housing Market Index, a survey designed to gauge market conditions, found builder…