paid China • 3 min read China: A Deflating Dragon Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to…
paid Inflation • 3 min read Super Macro. Not So Super Micro. Some of the air is coming out of the AI trade. Super Micro Computer hasn't been super recently.…
paid CPI • 3 min read Powell Is Too Dovish The monetary policy hawks may be coming home to roost at the Fed's November 6-7 meeting. September'…
paid Week Ahead • 3 min read The Economic Week Ahead: October 7-11 This week's inflation indicators should show that it continues to moderate toward the Fed's 2.0%…
paid Inflation • 3 min read A Safe Haven In A World Of Troubles The US is a tranquil island in a sea of troubles. Geopolitical turmoil poses a threat to the continued prosperity…
paid Week Ahead • 3 min read The Economic Week Ahead: September 23-27 This week's economic indicators should confirm our view that the Fed cut the federal funds rate (FFR) by…
public CPI • 3 min read CPI Triggered Stock Market Hissy Fit This morning's CPI report showed inflation continues to moderate. Nevertheless, stock prices initially fell sharply on the news.…
paid Week Ahead • 3 min read The Economic Week Ahead: September 9-13 This week's economic indicators will be primarily focused on inflation. Barring any unexpected surprises on the inflation front,…
public China • 2 min read Bonus Content: China In 10 Charts (1) Chinese consumers are depressed. (2) Home prices are falling in China. (3) Chinese stock prices are on downward trends…
public Week Ahead • 3 min read The Economic Week Ahead: August 26-30 This week will include the first clues on the economy's performance in August. We're expecting to…
paid Fed • 3 min read Powell Confirms Fed's Pivot To Rate Cuts. Doesn't Push Back Against Market Expectations. Fed Chair Jerome Powell was dovish in his Jackson Hole speech today. He didn't hedge. He didn'…
paid Inflation • 3 min read Are Grocery Stores Price Gouging? Today, Target CEO Brian Cornell said that there's no room for price gouging in a super competitive business…