paid Economy • 2 min read A Growth Recession? Following today's retail sales and industrial production reports, the Atlanta Fed's GDPNow tracking model revised real…
public Economy • 1 min read Jamie's Hurricane The stock market is down this morning on worse-than-expected PPI inflation news, heightening fears of more aggressive Fed tightening and…
public Economy • 2 min read Mixed Readings in June’s M-PMI Report June’s national M-PMI was reported this morning, and it wasn’t as weak as suggested by the regional business…
public Economy • 2 min read It's (Unofficially) a Recession! The economy continues to teeter on the edge of a recession. The Atlanta Fed's GDPNow tracking model shows…
paid Global Economy • 1 min read European Consumers Are Very Depressed On June 23, Bloomberg reported: “Ray Dalio’s Bridgewater Associates has built a $10.5 billion bet against European companies,…
public Economy • 1 min read Supply-Chain Disruptions Easing. More Supply or Less Demand? June's surveys of five of the 12 district Federal Reserve Banks strongly suggest that supply-chain disruptions have eased…
paid Economy • 2 min read June's Regional Business Surveys Were Recessionary It's hard to come up with anything positive to say about June's batch of regional business…
public Economy • 1 min read Regional Business Surveys Bearish for New Orders The economy is teetering. After the release of durable goods orders this morning, the Atlanta Fed’s GDPNow tracking model…
paid Commodities • 1 min read The Best Cure for High Commodity Prices In the commodity pits, traders often say: "The best cure for high commodity prices is high commodity prices."…
paid Economy • 2 min read Two Regional Business Surveys Showing More Stagflation In June Two regional business surveys, conducted by five of the 12 Federal Reserve Banks, are now available for the New York…
public Consumer • 1 min read Uncle Sam Isn’t Santa Claus Following Friday’s CPI shocker, the financial media seem to have concluded that the Fed will have no choice but…