paid
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…
Consumer
54 posts
paid
paid
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…
paid
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.…
public
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…
paid
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…
public
Live Long And Prosper!
American consumers are doing what they do best: They are consuming goods and services. Their consumption of services has been…
paid
Rolling Recoveries In Manufacturing & Retailing
The rolling recessions in manufacturing and retailing are turning into rolling recoveries. That's our conclusion based on today&…
public
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…
paid
What Is Powell Thinking?
This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
paid
The Economic Week Ahead: December 18 - 22
On Wednesday, at his presser, Fed Chair Jerome Powell sounded more dovish. So bond and stock prices continued to rally…
public
Another Bowl Of Mixed Nuts
The S&P 500 is consolidating its gains since the October 27 bottom. In recent days, its been trading…
paid
Inflation Cooling
Stocks rallied today as October's PCED inflation rate continued to moderate. Most importantly, the inflation rate of PCED…
