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From Election Uncertainty To Policy Uncertainty
The NFIB survey of small business owners was released today showing a record high in their uncertainty index during October…
Surveys
47 posts
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China Is The Source Of The Deflation Trade
Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on oil…
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Banking on Looser Regulation
Bank stocks popped today after Reuters reported that the Fed is considering relaxing a regulation, i.e., the GSIB Surcharge.…
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The Economic Week Ahead: June 3-7
This week, May's employment report (Fri) is likely to be the most important one. We expect the labor…
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US Purchasing Managers Report Weakening Economy
Among last week’s batch of weaker-than-expected economic indicators were April’s M-PMI and NM-PMI compiled by the Institute for…
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Lackluster Fed Regional Business Surveys
We now have the regional business surveys conducted by five of the Federal Reserve district banks. The average of their…
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'Knock On Wood'
Fed Chair Jerome Powell spoke at Stanford University today about the economy and monetary policy. He said, "I think…
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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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The Economic Week Ahead: March 18 - 22
Other than Nvidia's AI lovefest during the first three days of the week and the FOMC meeting on…
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Two of the Magnificent 7 Get Shanghaied
Two of the Magnificent-7 are less magnificent. That's because China is in a recession and Chinese consumers are…
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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…
