paid
The Economy Is Still Gliding Along
Apparently, the debt ceiling issue has been resolved over the weekend, as we expected. The stock market might rally on…
Consumer
30 posts
paid
paid
Progress In Debt Ceiling Talks Lifts Stock Prices
Stock prices are up this morning on news that both the Democrats and the Republicans want to get a deal…
paid
No Hard Feelings
The stock market fell today on Home Depot's disappointing guidance. Consumers fixed up their homes during the pandemic when social…
paid
Consumer Staples Prices Inflating
The good news is that the headline PCED inflation rate fell sharply to 4.2% y/y during March (chart)…
paid
Stocks Buoyed By Solid Consumer Indicators
The widely anticipated recession is still MIA. That's one reason why stocks have rebounded smartly since October 12, 2022, which…
public
Inventories Depress GDP
Economic growth wasn't as weak as suggested by real GDP which rose only 1.1% (saar) during Q1. During Q4,…
paid
Foul Moods
The S&P 500 fell 1.6% today mostly because First Republic's earnings report reminded investors that the banking crisis…
public
The Economic Week Ahead, Feb. 27 - Mar. 3
The economic indicators this week are likely to confirm that the economy is experiencing a rolling recession. Single-family housing is…
public
Two Too-Hot No-Landing Indicators Hit Markets
The stock and bond markets reacted badly to today's stronger-than-expected personal income data and hotter-than-expected PCED. Is the economy experiencing…
public
The Economic Week Ahead, Feb. 21-24
The holiday-shortened week is a light one for economic indicators. The BIG number will be January's PCED inflation rate, which…
public
Born To Shop & Fly
We aren't that surprised by the 3.0% m/m jump in retail sales reported today. When January's employment data…
paid
The Economic Week Ahead, Feb. 6 - 10
The FOMC's blackout period ended on Friday. So we can look forward to lots of chatter from the Fed heads…
