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The Bond Vigilantes Are Fighting The Fed
After today's PPI, we won't be surprised if Fed officials plant a story in The Wall…
Unemployment
38 posts
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Stock Market Rally Broadening As Economy Chugs Along
Fed officials may be cutting rates because they are worrying about the ominous "long and variable lags" of…
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Super Macro. Not So Super Micro.
Some of the air is coming out of the AI trade. Super Micro Computer hasn't been super recently.…
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The Economic Week Ahead: October 21-25
The economic week ahead will provide updates on the overall economy, manufacturing, and housing. Last week's jobless claims…
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The Economic Week Ahead: October 14-18
The economic week ahead will likely confirm that consumer spending continues to shine, while manufacturing production remains lackluster. Meanwhile, as…
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The Economic Week Ahead: October 7-11
This week's inflation indicators should show that it continues to moderate toward the Fed's 2.0%…
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Revisions Show US Economy Is Still Flying High
Hard luck for the hard-landers today. Today's GDP report was full of upward revisions:
(1) GDP versus GDI.…
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Powell & Co. Slams The Pedal To The Metal
Wow, the Fed lowered the federal funds rate (FFR) by 50bps yesterday and the economy is already responding. Jobless claims…
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Zettascale Computing Is Coming Using Nvidia's Blackwell Chips!
Yesterday, stock prices initially fell sharply following August's CPI report, but AI fever quickly turned the S&…
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The Great Normalization
Oops: Bloomberg reported on Tuesday after the stock market closed, that the Department of Justice (DOJ) had sent Nvidia a…
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The Economic Week Ahead: September 2-6
The shortened week ahead is an important one for labor market indicators. We expect them to show that August'…
