paid Inflation • 1 min read 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 Consumer • 2 min read 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,…
public GDP • 1 min read Inventories Depress GDP Economic growth wasn't as weak as suggested by real GDP which rose only 1.1% (saar) during Q1.…
paid Consumer • 2 min read Foul Moods The S&P 500 fell 1.6% today mostly because First Republic's earnings report reminded investors that…
public Economic Calendar • 1 min read 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 Inflation • 2 min read 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…
public Economic Calendar • 2 min read 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…
public Consumer • 1 min read Born To Shop & Fly We aren't that surprised by the 3.0% m/m jump in retail sales reported today. When January&…
paid Economic Calendar • 2 min read 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…
paid Consumer • 2 min read US Consumers Depress Stock Investors Bond prices rallied and stock prices fell on renewed worries about a consumer-led recession following the release this morning of…
paid Week Ahead • 2 min read The Economic Week Ahead, January 17-20 We expect that more of the Fed's talking heads will be talking this week about monetary policy perhaps…
paid Economy • 2 min read Is The Service-Providing Economy Cooling Off? Consumers have cut back on spending on goods because they went on a goods-buying binge on them during 2020 and…