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The US Economy Is Roaring!
Last Thursday on September 26, the Bureau of Economic Analysis (BEA) released several very significant upward revisions to real GDP,…
Productivity
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The Great Normalization
Oops: Bloomberg reported on Tuesday after the stock market closed, that the Department of Justice (DOJ) had sent Nvidia a…
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Don't Sweat Tomorrow's Payroll Revisions
Tomorrow, the Bureau of Labor Statistics (BLS) will release its Quarterly Census of Employment and Wages (QECW) for the 12…
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Risk On, Risk Off
Today was a good day for the diehard hard-landers and the "stag-disinflationists." They're probably high fiving…
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Will The Fed Join The Rate-Cutting Pack Of Central Banks?
US stocks rose to record highs on Wednesday. European stocks did the same today after the ECB lowered its official…
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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…
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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,…
