Recession
72 posts
A Growth Recession?
Following today's retail sales and industrial production reports, the Atlanta Fed's GDPNow tracking model revised real…
Jamie's Hurricane
The stock market is down this morning on worse-than-expected PPI inflation news, heightening fears of more aggressive Fed tightening and…
Mixed Readings in June’s M-PMI Report
June’s national M-PMI was reported this morning, and it wasn’t as weak as suggested by the regional business…
It's (Unofficially) a Recession!
The economy continues to teeter on the edge of a recession. The Atlanta Fed's GDPNow tracking model shows…
European Consumers Are Very Depressed
On June 23, Bloomberg reported: “Ray Dalio’s Bridgewater Associates has built a $10.5 billion bet against European companies,…
Supply-Chain Disruptions Easing. More Supply or Less Demand?
June's surveys of five of the 12 district Federal Reserve Banks strongly suggest that supply-chain disruptions have eased…
June's Regional Business Surveys Were Recessionary
It's hard to come up with anything positive to say about June's batch of regional business…
Regional Business Surveys Bearish for New Orders
The economy is teetering. After the release of durable goods orders this morning, the Atlanta Fed’s GDPNow tracking model…
The Best Cure for High Commodity Prices
In the commodity pits, traders often say: "The best cure for high commodity prices is high commodity prices."…
Two Regional Business Surveys Showing More Stagflation In June
Two regional business surveys, conducted by five of the 12 Federal Reserve Banks, are now available for the New York…
Uncle Sam Isn’t Santa Claus
Following Friday’s CPI shocker, the financial media seem to have concluded that the Fed will have no choice but…