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China's Post-Lockdown Recovery & Stimulus Disappoint
The Chinese government started to lift its pandemic lockdown restrictions in early December last year. The economic rebound has been…
Inflation
Is inflation transitory, or will it be persistent and even protracted? This is the key question many investors and business managers are struggling to answer. These QuickTakes aim to assess the answer based on the latest data on prices and wages.
122 posts
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S&P 500: Smooth Sailing to Another 2023 High
Hooray! The US government won't default on its debts. There are plenty of jobs. Unit-labor-cost inflation is moderating. The banking…
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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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The Economic Week Ahead: May 22-26
On Friday, Fed Chair Jerome Powell said that monetary policy is "restrictive." So Fed policy will be data-dependent, particularly so…
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The Economic Week Ahead: May 8-12
Another interesting week ahead. On Monday, the Fed will release the latest Senior Loan Officers Opinion Survey (SLOOS). It is…
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Consumer Staples Prices Inflating
The good news is that the headline PCED inflation rate fell sharply to 4.2% y/y during March (chart)…
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The Economic Week Ahead: April 24-28
This week is jampacked with economic indicators and earnings reports. The BIGGEST numbers will come out on Friday for the…
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Is That Inflation In The Rearview Mirror?
Could it be that the spike in inflation over the past two years was one of the many shockwaves caused…
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Inflation, the Fed & Too Much Happiness
The S&P 500 fell slightly today despite the better-than-expected March CPI data this morning. Inflation continues to moderate. The…
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The Economic Week Ahead: April 10-14
The banking crisis is bound to keep investors on edge. This week, the big banks will report their earnings. Last…
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Bond Yields Spiraling Downward
What does the bond market know that the equity market doesn't? The yield on the 10-year Treasury is down from…
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A Dish of Mixed Nuts
Today's economic indicators show that the labor market remains tight, while manufacturing activity remains weak. That mix supports our soft-landing…
