paid
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.…
Unemployment
36 posts
paid
paid
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…
paid
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…
paid
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%…
public
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.…
public
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…
paid
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&…
paid
paid
The Great Normalization
Oops: Bloomberg reported on Tuesday after the stock market closed, that the Department of Justice (DOJ) had sent Nvidia a…
paid
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'…
paid
US Economy Still Flying High
Today was a Roaring 2020s kind of day. The DJIA jumped to yet another record high. Stock prices rose even…
paid
Powell Confirms Fed's Pivot To Rate Cuts. Doesn't Push Back Against Market Expectations.
Fed Chair Jerome Powell was dovish in his Jackson Hole speech today. He didn't hedge. He didn'…
