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Consumers Are Still Consuming
So far, consumers haven’t read the recession memo. They are spending freely, according to MasterCard SpendingPulse, which found that…
US Economy
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No Recession In Services
Following today's release of September's nonmanufacturing purchasing managers index (NM-PMI), the Atlanta Fed's GDPNow…
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Slow Moving Economy
August's industrial production and inflation-adjusted retail sales reports today show that the US economy is growing, but just…
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CPI Tends To Overstate Inflation Relative To PCED
August's CPI unnerved the stock market because its core inflation rate was higher than expected. August's…
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Inflation Shocks The Markets
August's CPI report shocked the financial markets. It was widely expected to confirm that inflation peaked around June…
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The Economic Week Ahead, September 12-16
It's another action packed week ahead. On the inflation front, we are expecting that, on Monday, the FRB-NY…
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One-Week Winning Streak
The DJIA, Nasdaq, and S&P 500 snapped a three-week losing streak today. Why? After all, on Thursday, Fed…
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Divine Disinflation In NM-PMI Survey
Investors are rooting for "divine disinflation." We all want inflation to come down without a painful recession. We…
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Peak Freight Rates As US Keeps On Trucking?
US freight rates increased 28% y/y during July, but declined almost 2% m/m. That's according to…
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Lots Of Jobs, But...
This morning's jobs report for August was a good one even though the unemployment rate rose to 3.…
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August's M-PMI: More Stag & Less Flation
August's M-PMI provides confirmation of our economic outlook including a growth recession and moderating inflationary pressures. On balance,…
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The Economic Week Ahead (Aug. 29-Sept. 2)
Time marches on! September is almost here. The week ahead is packed with employment data starting with July's…
