paid Housing Market • 2 min read Upside Surprises The economy isn't landing; it's flying high. Following better-than-expected July reports for housing starts and industrial production this morning, the…
paid Week Ahead • 2 min read The Economic Week Ahead: August 14-18 This week is packed with July's composite cyclical indicator releases which should ease fears that economic growth might be too…
paid Inflation • 2 min read Inflation Remains On Downward Trend The FOMC can take the rest of the year off. The federal funds rate is now restrictive enough to bring…
public GDP • 2 min read The Bull Deserves A Rest The bull market's winning streak ended today. The Dow closed higher for 13 straight sessions through Wednesday, its longest series…
paid Week Ahead • 2 min read The Economic Week Ahead: July 24-28 The Fed is widely expected to hike the federal funds rate (FFR) on Wednesday by 25bps to a range of…
paid Housing Market • 2 min read Rolling Expansion? What happens after a rolling recession? Perhaps a rolling expansion as the economic sectors that fell into a recession recover.…
paid Fed • 2 min read A Hawkish Skip at the Fed In this past Sunday's QT, we wrote: "On Wednesday, Fed Chair Jerome Powell will update us on the committee's latest…
paid GDP • 2 min read 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…
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. During Q4,…
public Autos • 2 min read Falling Interest Rates Interest rates continued to fall today after Jamie Dimon, who is the President, CEO & Chairman of JP Morgan Chase, warned…
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's employment data…
public GDP • 2 min read Q4 GDP Report Was Weak & Inflation Moderated The headlines in the financial press today suggested that Q4's real GDP was strong. On closer inspection, it was relatively…