- by New Deal democrat[Note: The St. Louis FRED site is down for maintenance, which means unfortunately there are no graphs available to accompany...
The job market is solid and consumers are still spending, but Discover is starting to see some cracks in the facade.
Futures Rebound Amid Whispers Of Relief Rally As China Plunge Protection Team Steps In Global stocks and US futures rebounded from three days...
- by New Deal democratThe good economic news kept coming with this morning’s retail sales report for December. Remember that this is one of my favorite...
China Population Plunges With Lowest Birth Rate In 74 Years As GDP Miraculously Tops Target Amid Strong Data Dump Confirming Premier Li's...
As we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two months. As we have discussed previously, it will...
I got a question about references for post-Keynesian theories of interest rates. My answer to this has a lot of levels, and eventually turns into a...
I got a question about references for post-Keynesian theories of interest rates. My answer to this has a lot of levels, and eventually turns into a...
I got a question about references for post-Keynesian theories of interest rates. My answer to this has a lot of levels, and eventually turns into a...
I got a question about references for post-Keynesian theories of interest rates. My answer to this has a lot of levels, and eventually turns into a...
2024: The Year Of Deepening Social Tensions - Anecdotal Evidence Of Three Worldviews Authored by Ronni Stoeferle via GoldSwitzerland.com, In...
In the most recent BLS employment report, the percentage of full-time jobs relative to the population dropped sharply. The robust headline number of 216,000...
Premature Extrapolation: Inflation Bears Are Popping The Champagne Too Soon Authored by Simon White, Bloomberg macro strategist, Confidence...
Market narratives have been around for ages. However, the internet and, more recently, social media allow narratives to spread much quicker. Accordingly,...
Emerging markets (EMs) have regained their footing in 2023, but the recovery from October 2022 lows has been anything but uniform across individual markets....
Buckle Up For A Bumpy 2024, Economists Warn Authored by Emel Akan via The Epoch Times (emphasis ours), The U.S. economy embarked on a rollercoaster...
China has a lot of vacant retail space, including many underused shopping malls. An urban policy scholar describes how the Chinese are rethinking what...
Why Biden's Approval Rating Is Miserable In One Economic Chart Authored by Mike Shedlock via MishTalk.com, Income is rising and so are wages....
Why Biden's Approval Rating Is Miserable In One Economic Chart Authored by Mike Shedlock via MishTalk.com, Income is rising and so are wages....
- by New Deal democratI’ll put up the final Coronavirus update of the year later today, but before we leave 2023, let me put up the...
The Myth Of A Goldilocks Outlook, No Recession, Low Inflation, & Positive Growth Authored by Law Ka-chung via The Epoch Times, Since...
- by New Deal democratSanta showed up with some more gifts in his bag this morning, in the form of a uniformly positive income and spending...
The topics covered on Liberty Street Economics in 2023 hit many themes, reflecting the range of research interests of the more than sixty staff economists...
Overview: Outside of the Australian dollar, which has fallen by around 0.6% following the RBA meeting and the softer final PMI, which may have dragged...
I previously discussed a slate of recessionary indicators with high correlations to recessionary onsets. However, as we head into 2024, many Wall Street...
In February 2023, we wrote Janet Yellen Should Focus On HOPE. The article walks through Michael Kantrowitz’s HOPE model. HOPE, or Housing, New Orders...
In October, the markets were down 10% from the July high, bond yields were touching 5%, and talk of a coming recession was rampant. What happened?...
What is the "wealth effect," and why is it important? It is a great question and reminded me of "A Funny Thing Happened on the Way...
- by New Deal democratThe monthly personal income and spending report is along with the jobs report, one of the two most important coincident metrics...
- by New Deal democratAll of the remaining 2023 data - housing sales and construction, and personal income and spending, as well as the Index of...