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Category: gdp

MAGA Economy Gets Mixed Review In GDP Report, While Trump’s 3% ‘Miracle’ Is Wiped Off The Board

July 26, 2019July 26, 2019

And the punchline…

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Drivers Wanted: Full Week Ahead Preview

October 21, 2018October 22, 2018

Pick a catalyst, any catalyst.

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2 Comments on Drivers Wanted: Full Week Ahead Preview

Trump Just Tweeted The Biggest Lie He’s Ever Told About The U.S. Economy

September 10, 2018October 17, 2021

“First time in over a 100 years”?

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1 Comment on Trump Just Tweeted The Biggest Lie He’s Ever Told About The U.S. Economy

Trump Says Ameriker’s Gee-Dee-Pee Is Growing At ‘An Amazing’ Rate, But Is That True?

July 27, 2018

“…you would think based on all the buzz right now that the last time this happened the dinosaurs roamed the earth.”

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4 Comments on Trump Says Ameriker’s Gee-Dee-Pee Is Growing At ‘An Amazing’ Rate, But Is That True?

‘It Has A Four In Front Of It’: The GDP Report Trump Leaked On Thursday Is Out

July 27, 2018July 27, 2018

“I think tomorrow’s GDP numbers are going to be terrific.”

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1 Comment on ‘It Has A Four In Front Of It’: The GDP Report Trump Leaked On Thursday Is Out

Well Done With A Side Of Ketchup: What’s The Worst That Could Happen To The U.S. Fiscal Position?

May 28, 2018May 28, 2018

“I know steaks.”

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2 Comments on Well Done With A Side Of Ketchup: What’s The Worst That Could Happen To The U.S. Fiscal Position?

‘Don’t Panic’ And The ‘Last Man Standing’

May 5, 2018

Douglas Adams time.

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4 Comments on ‘Don’t Panic’ And The ‘Last Man Standing’

Dragon Energy? GDP, ECI Beat, Personal Consumption Weakest Since 2013

April 27, 2018April 27, 2018

We’ll be looking forward to the tweets.

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3 Comments on Dragon Energy? GDP, ECI Beat, Personal Consumption Weakest Since 2013

One Bank’s Warning: ‘The Left-Tail Story Has Become More Socialized’

April 22, 2018April 22, 2018

Who could have seen this coming?

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2 Comments on One Bank’s Warning: ‘The Left-Tail Story Has Become More Socialized’

Toon Time.

March 14, 2018March 14, 2018

C’est la vie.

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oil3 Comments on Toon Time.

Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 25%

February 25, 2018February 25, 2018

It’s comforting. Sort of. But sort of not.

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2 Comments on Good News: We Won’t ‘Spiral Into A Recession’. Bad News: Stocks Could Fall 252

What Would Another Black Monday On Wall Street Mean For The Economy? Goldman Answers

January 25, 2018January 25, 2018

That raises this question: ok, what would happen to that growth impulse were stocks to crash?

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1 Comment on What Would Another Black Monday On Wall Street Mean For The Economy? Goldman Answers

Does The Truth Matter To You?

December 31, 2017December 31, 2017

Growth, jobs, legislation, polls, and the Dow.

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10 Comments on Does The Truth Matter To You?

Goldman Econ Reveals Top Charts Of 2017: It’s All About Goldilocks

December 23, 2017December 23, 2017

May Goldilocks be with you in the new year… beware of those three bears.

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Holiday Drift.

December 21, 2017December 21, 2017

Waiting on Santa.

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The Clock Is Ticking: Full Week Ahead Preview

December 17, 2017December 17, 2017

All in all, “no rest for the weary” if you’re a market observer/trader. 

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Bubble Trouble.

November 29, 2017November 29, 2017

“Pop”?

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oil, OPEC2 Comments on Bubble Trouble.

Leftovers: Full Week Ahead Preview

November 26, 2017November 26, 2017

Ok, look: if you’re still hungover from a combination of turkey, greasy mashed potatoes, and copious amounts of not-quite-top-shelf red wine, it’s time to snap out of it because last week is melting into this week as tends to happen historically on Sundays.

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Super Mario: Full Week Ahead Preview

October 22, 2017October 22, 2017

As usual, the docket is full and the risks are multiplying.

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2 Comments on Super Mario: Full Week Ahead Preview

I Don’t Want To Be Disappointed.

August 30, 2017August 30, 2017

“I am fully committed to working with XIV to get. This. Job. Done.”

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1 Comment on I Don’t Want To Be Disappointed.

Spot The Problem With These Forecasts

August 4, 2017August 4, 2017

There’s just one, tiny problem…

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1 Comment on Spot The Problem With These Forecasts

Presenting: A Crazy Week In Charts

July 28, 2017

Ok, well this was an interesting week…

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3 Comments on Presenting: A Crazy Week In Charts

U.S. GDP, ECI Both Miss; Yields, Dollar Plunge

July 28, 2017July 28, 2017

U.S. ECONOMY EXPANDED AT 2.6% PACE IN 2Q; EST. 2.7%
U.S. Second Quarter Employment Cost Index Rose 0.5%; Est 0.6%

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1 Comment on U.S. GDP, ECI Both Miss; Yields, Dollar Plunge

‘Well What If There Is No Tomorrow?’: Fed, Kushner, And Full Week Ahead Preview

July 23, 2017July 23, 2017

Ok, it’s Sunday evening at HR, and you know what that means…

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The Going Rate For Being “A Bloody” Bitch Is Now €100 Billion

May 3, 2017

Yeah, so it turns out that exiting the European Union is probably going to be

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Was Q1 GDP “Grossly Distorted”? Oh, And We’ve Been Long RVs Since Day One

April 28, 2017April 28, 2017

Right, so earlier today we got the first read on Q1 GDP and it wasn’t…

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3 Comments on Was Q1 GDP “Grossly Distorted”? Oh, And We’ve Been Long RVs Since Day One

GDP Misses – But Hey, It Could Have Been Worse

April 28, 2017April 28, 2017

U.S. First Quarter Advance GDP Grew 0.7%; Est. 1%.

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Monthly Letter+

  • 42

Recent Comments

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Monthly Letters

42

March 6, 2026March 6, 2026

Resignation

January 30, 2026January 30, 2026

The Noriega Analogue

January 3, 2026January 3, 2026

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