paid Washington • 2 min read Progress In Debt Ceiling Talks Lifts Stock Prices Stock prices are up this morning on news that both the Democrats and the Republicans want to get a deal…
paid Week Ahead • 2 min read The Economic Week Ahead: May 15-19 The week ahead is jampacked with coincident and leading economic indicators. The most up-to-the-minute ones will be May 12 mortgage…
public Fed • 2 min read The Economic Week Ahead: March 20-24 The FOMC always seems to take center stage in the financial markets these days, and will certainly do so on…
paid US Economy • 2 min read More Soft Landing Stats No boom, no bust. That describes yesterday's flash estimates for February's M-PMI and NM-PMI released by S&P Global. They…
paid Inflation • 2 min read Rent Inflation Is Moderating The CPI's rent of primary residence is showing no signs of peaking, rising to 8.6% y/y during January…
public Commodities • 2 min read Copper, Mortgages, GDP, Breadth & Sentiment Yesterday, the World Bank slashed its 2023 global economic growth rate outlook to 1.7% from its earlier projection of…
paid consumer Sentiment • 1 min read Is Santa Making A Comeback? Stock prices rebounded solidly from yesterday's selloff. Better-than-expected news from Nike and FedEx helped reduce fears of a hard landing…
paid Economic Calendar • 2 min read The Economic Week Ahead, Nov. 28-Dec. 2 We hope you had a chance to relax with your family and friends and to recharge your batteries during the…
paid Recession • 1 min read Housing: Multi-Family Boom vs Single-Family Bust Single-family housing activity is falling into a recession. Single-family housing starts fell 29.5% ytd through October. Housing downturns have…
paid Consumer • 1 min read What Is The Stock Market Discounting Today? The stock market is ripping this morning despite disappointing earnings reported by some of the S&P 500's MegaCaps this…
paid Housing Market • 1 min read The Housing Recession Deepens Fed officials have described the housing downturn as a "correction." For example, in an October 6 speech, Fed Governor Christopher…
paid Economic Calendar • 1 min read The Economic Week Ahead, Oct. 17-21 Investors will focus on this week's batch of Q3 earnings reports and forward earnings guidance from Corporate America. They'll also…