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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…
GDP
22 posts
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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…
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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…
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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…
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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…
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Rolling Expansion?
What happens after a rolling recession? Perhaps a rolling expansion as the economic sectors that fell into a recession recover.…
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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…
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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…
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Inventories Depress GDP
Economic growth wasn't as weak as suggested by real GDP which rose only 1.1% (saar) during Q1. During Q4,…
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Falling Interest Rates
Interest rates continued to fall today after Jamie Dimon, who is the President, CEO & Chairman of JP Morgan Chase, warned…
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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…
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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…
