With large shares of populations vaccinated, case counts are no longer a good predictor of fatalities arising from Covid-19. Hospitalization might prove better (and ICU hospitalizations...
The Death Of Commuting By Nick Colas of DataTrek Research The rising interest in remote work is largely an American phenomenon and an important trend to...
A few years ago, Paul Wallace penned an article entitled: “GDP Is A Grossly Defective Product.” The recent release of the Q2-2020 report reminded me of it as...
By Martin Kaufman and Daniel Leigh 2020 was a year of extremes. Travel all but ceased for a period. Oil prices wildly fluctuated. Trade in medical...
With apologies to John Donne. Jim provided some key points in his Thursday post regarding the 21Q2 advance figures. Here are my additional takeaways: (1) the...
Countdown To The Next Lockdown: Biden Says "In All Probability" US Will See More Restrictions By now the narrative has gotten so absurdly grotesque and stupid,...
RealtyTrac's Rick Sharga explains why he is convinced that when government borrower protections finally do expire, we’ll see a relatively soft landing on foreclosures. HW+ Premium...
Economists are expecting another decline in today’s June report on US personal income. That’s worrisome because this key indicator has been a relative laggard vs. the...
At Least 12 Million Households Face Eviction As Moratorium Ends Authored by Mike Shedlock via MishTalk.com, The eviction moratorium ends July 31. Millions of households are...
Tomorrow’s release of second-quarter US economic data from the government is expected to show output grew at a stronger rate over Q1’s robust gain, based on...
William Luther at AIER asks “Is Inflation Merely Catching Up?“: …it is simply not the case that the observed inflation has merely been what was required...
Shortest Recession In History Sets Up Next Recession Authored by Lance Roberts via RealInvestmentAdvice.com, It’s now official that the recession of 2020 was the shortest in...
It's now official that the recession of 2020 was the shortest in history. According to the National Bureau of Economic Research, the contraction lasted just two...
That’s the title of a NYT article today. If rents continue to take off, it could be bad news both for those seeking housing and for...
Albert Edwards Notices "Something Shocking" In The "Transitory vs Persistent Inflation" Debate Earlier this week, following the news from NBER that the covid recession lasted all...
In 2020, mothers of younger children were primary and primarily caregivers. In this piece, we document declines in labor force participation among mothers and provide evidence...
JPMorgan: Powell Is At Risk Of Losing His Job With Fed Chair Powell's term expiring in February, debate is starting to swirl about his fate: will...
CK is still in the fight of her life. Again, we ask that everybody, everywhere please bring all and whatever you got in the form of...
By Romain Duval, Davide Furceri, and Marina M. Tavares Some central banks are currently debating whether to tighten monetary policy to fight inflationary pressures, after having...
Six oil investments to buy as the economy improves and energy prices rise are part of an industry that recently led BoA Global Research to forecast...
An economist explains what a recession is, who decides and why it took so long to learn that the COVID-19 downturn was officially over.
The Gigantic Holes In Anti-Oil ESG Activism Authored by Jude Clemente via RealClearPolitics.com, Let’s start with the obvious: Oil is the world’s most important fuel, supplying...
- by New Deal democratFirst, a brief comment about the NBER’s declaration yesterday that the COVID recession ended in April 2020. I am not surprised at...
By Geoffrey Okamoto Since March 2020, governments have spent $16 trillion providing fiscal support amid the pandemic, and global central banks have increased their balance sheets...
In case you took a day off yesterday, there’s a new narrative circulating that inflation anxiety is history and worries about slowing economic growth have moved...
What's Next For The Reflation Trade: 9 Observations From Goldman The rotation back into growth and defensive parts of the market and out of reflation and...
Solar energy stocks have been consolidating over recent months, potentially providing a value opportunity for market participants looking to allocate new capital to names like Canadian...
Morgan Stanley: This Cycle Will Be "Hotter But Shorter" Than Usual By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley We think that this economic cycle...
In response to the economic impact of the COVID-19 pandemic, the Federal Reserve cut short-term interest rates to zero on March 15, 2020 and restarted its...
By Estelle Xue Liu, Karim Foda, and Sebastian Weber Español, Português One of the positive surprises about last year’s recession is how little damage it inflicted...