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Rolling Recoveries In Manufacturing & Retailing
The rolling recessions in manufacturing and retailing are turning into rolling recoveries. That's our conclusion based on today&…
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.
243 posts
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The Economic Week Ahead: April 1 - 5
The first week of the month is always jampacked with economic indicators. In addition, at least one member of the…
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Sweet Economic Indicators
Today's batch of economic indicators was mostly sweet. Q4's real GDP was revised from 3.2%…
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Market Call: The Fed Put Is Back
Last week, the FOMC released its latest quarterly Summary of Economic Projections (SEP) for March. Compared to December's…
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The Economic Week Ahead: March 25 - 29
The most important economic indicator for the week ahead will be February's PCED inflation rate, which comes out…
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The Pause That Refreshes Spooks Investors
The vertical momentum rally that started on October 27, 2023 seems to be losing some of its momentum. Maybe. That&…
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Goldilocks Without The Bears
Every now and then, the economy is widely described as being a "Goldilocks" economy. Like Goldilocks' preferred…
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The Economic Week Ahead: February 26 - March 1
The economic week ahead is jampacked with important economic indicators. The ones for January–New Home Sales (Mon), Durable Goods…
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Not-So-Hot PPI
Tuesday's CPI and today's PPI for January were higher than expected. Thursday's retail sales…
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Inflation Scare
Today, January's CPI inflation rate was slightly higher than expected. But the upside surprise was enough to convince…
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The Economic Week Ahead: February 12-16
Powell & Co. would like to see more evidence that inflation is falling toward their 2.0% target. They should…
