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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.…
Consumer
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When American Consumers Are Depressed, They Go Shopping
Consumer confidence has been relatively depressed for the past couple of years according to the Consumer Confidence Index (CCI) and…
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No News Is Good News
Dr. Ed was interviewed on Bloomberg Surveillance this morning at 7 a.m (see link below). Ace journalist Lisa Abramowitcz…
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Giving Credit To The Consumer
The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
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Confidence Survey Shows Jobs Are Still Relatively Plentiful
The first available monthly indicator of the labor market is the "jobs plentiful" series in the Consumer Confidence…
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Inflation's Puzzle Pieces Painting Bullish Picture
The S&P 500 rose to a new record high of 5308.15 following today's economic numbers.…
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The Economic Week Ahead: May 6 - 10
It's slim pickings this week on the US economic front. The news is mostly about credit conditions. Then…
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The Economic Week Ahead: April 15 - 19
Following Iran's attack on Israel Saturday, geopolitics should dominate this week's market action. The Q1 earnings…
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Live Long And Prosper!
American consumers are doing what they do best: They are consuming goods and services. Their consumption of services has been…
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Rolling Recoveries In Manufacturing & Retailing
The rolling recessions in manufacturing and retailing are turning into rolling recoveries. That's our conclusion based on today&…
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It Was Cold In January, But Spring Is Coming!
Retail sales fell 0.8% m/m in January, much weaker than expected (chart). Leading the way down was a…
