Did you get your “stimmy?” Some folks sure did. Personal incomes rose 21.1% in March,
Category: economy
Double Dip
A rather glaring transatlantic divide opened up in the first quarter, as the eurozone succumbed
Pay The Piper
Some of the inflation banter emanating from prominent market participants can properly be written off
Pyrrhic Victories
For the third consecutive week, jobless claims in the US dropped to a fresh pandemic
In Preview Of Summer Boom, US Economy Accelerates
The US economy expanded at a 6.4% pace in the first quarter (figure below), the
Adults In The Room
The Fed delivered a predictably bland, albeit relatively upbeat, statement following an April meeting that
Housing Is A Bubble. No Point In Denying It Now
Home prices are a lot like input price gauges these days — just as you
The American Consumer Is Absolutely Excited
Consumer confidence breezed past estimates in April, the Conference Board said Tuesday. The headline gauge
Beyond Peak Growth
It’s becoming a familiar refrain: US growth is peaking. Purely from a “feel” perspective, that
Inflection Points
Traders and investors came into the new week staring down a formidable slate of data
Ultra-Rich To Prosperous Americans: We’ll Speak For You
One of the (many) advantages to living amongst people who fall into what I described
US Economy ‘Firing On All Cylinders’
There was more good news on the economic front in the US on Friday. IHS
Jobless Claims And Two Kinds Of Porsche Shoppers
A week after diving to a new pandemic-era low, US jobless claims… well, they dove
‘We’re At The Peak’: Pandemic Roars Back Onto Traders’ Radar
There was nervous chatter Wednesday about the prospect of a wider selloff amid a rise
US Consumers Are Living For Today
Consumers agree with the Fed — the inflation spike will be transient. I’m just kidding.
Shopping Spree!
US retail sales surged 9.8% in March (figure below), far more than expected, underscoring the
Claims Plunge Is ‘Fantastic’ Progress. But Don’t Say ‘Substantial Further’
“Just” 576,000 Americans filed for unemployment benefits last week. It’s difficult to know how to
‘Crucial’ Inflation Data Produces Shrug
Inflation came in hotter than expected in March, closely-scrutinized data out Tuesday showed. Headline CPI
Signal In The Noise
“Today’s US CPI data has the potential to change the story, or to leave us
Jim-nastics
More than a third of Americans have received at least one dose of a COVID
The Word Is ‘Inflation.’ With A ‘K’
“Expectations about home, gas, and rent price changes all reached new series highs,” the New
We Don’t Have All The Answers
Equities felt uninspired ahead of a week that promised no shortage of tradable data. A
China’s ‘Pretty Evident’ Credit Slowdown May Bode Ill
According to various sourced reports, directives aimed at curtailing “bubble” risk presage the slowest Chinese
Lacy Hunt Suggests Inflation Doomsayers Suffer From ‘Psychosis’
I’m not a fan of Lacy Hunt. But, paradoxically, I don’t hold that against him.
Dark ‘N’ Stormy: Hunger Games And A Word On Macro Mission Creep
Last weekend, I spent a few hours writing a two-part series on hunger and starvation.
Would You Pay $39 For A Bar Of Soap?
“Inflation – the ball is rolling,” proclaimed the title of one note out Friday morning
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