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The US Economy Remains Bullish
One day, there will be a recession. It just didn't happen in 2022 or 2023, as was widely…
Productivity
9 posts
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SLOOS Shows Looser Credit Conditions
The Fed may not be as almighty as Fed officials believe. The FOMC has raised the federal funds rate aggressively…
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Productivity Is Making A Comeback!
Today's bond and stock rallies was boosted by Q3's Productivity and Costs report released at 8:…
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Market Call: Investors Are Spooked
Halloween is on Tuesday. Investors have been spooked since early August. They are still spooked by the widening federal deficit,…
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Upside Productivity Surprise Subdues Inflation, Maybe
Wow! This morning's Q2 Productivity and Costs report was surprisingly good, but a bit hard to believe. Nonfarm…
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Stocks Buoyed By Solid Consumer Indicators
The widely anticipated recession is still MIA. That's one reason why stocks have rebounded smartly since October 12,…
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Q4 Productivity & Labor Costs Going Right Way
Bond and stock prices opened weak this morning on good news from the labor market. Good news is bad news…
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Some Bad & Good News On Unit Labor Costs
Contributing to the stock market selloff today was more bad news on the inflation front. Nonfarm business (NFB) productivity dropped 7.5% (saar) during Q1. It wasn’t as bad on a y/y basis, falling just 0.6%. It’s a very volatile series on a q/q basis and even on a y/y basis.…
