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Triple Whammy
Today started out with a triple whammy for the stock market. Meta took it on the chin, the GDP report…
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.
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PPI Not As Hot As CPI
Today's PPI report threw some cold water on yesterday's hotter-than-expected CPI. Our opinion is that the…
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The Last Mile
Will the Fed start raising the federal funds rate again? We expect to be hearing this question more often following…
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Will Depressed Small Business Owners Depress The Economy?
Stocks marked time today, while bonds rallied after the National Federation of Independent Business (NFIB) released its March survey of…
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The Economic Week Ahead: April 8 - 12
This week will feature some key inflation numbers. The March headline CPI (Wed) and PPI (Mar) will get a boost…
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Rolling Recoveries In Manufacturing & Retailing
The rolling recessions in manufacturing and retailing are turning into rolling recoveries. That's our conclusion based on today&…
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The Economic Week Ahead: April 1 - 5
The first week of the month is always jampacked with economic indicators. In addition, at least one member of the…
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Sweet Economic Indicators
Today's batch of economic indicators was mostly sweet. Q4's real GDP was revised from 3.2%…
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Market Call: The Fed Put Is Back
Last week, the FOMC released its latest quarterly Summary of Economic Projections (SEP) for March. Compared to December's…
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The Economic Week Ahead: March 25 - 29
The most important economic indicator for the week ahead will be February's PCED inflation rate, which comes out…
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The Pause That Refreshes Spooks Investors
The vertical momentum rally that started on October 27, 2023 seems to be losing some of its momentum. Maybe. That&…
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