Tag: u.s. economic data

This week's earnings corporate reports revealed a continued focus on profitability across various sectors. While specific details differed, many companies like Shopify, Airbnb, and Uber...

We wrote this four-part inflation series in response to the graph below, implying that prices are on the same inflation roller coaster ride as...

Appreciating Apollo’s graph below, comparing recent inflation to multiple bouts of inflation of the late 1960s, 70s, and early 80s is of utmost importance...

After hiking rates by 5.25% since March 2022, the Fed is in a wait-and-see period, commonly deemed a pause. Since the Fed started hiking...

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 (ISM), Corporate Profits, and Employment,...

The following headline from a July 2020 CNBC article is stunning: Here’s why economists don’t expect trillions of dollars in economic stimulus to create inflation. In...

We recently wrote The Lag Effect Unveiled to appreciate why it takes time for higher interest rates to inflict economic damage. We follow that up with...

While the UAW strike continues, and the debate on how much it matters in the scheme of things rages on, other wage trends are...

Most investors believe that U.S. government debt is risk free. Why shouldn’t they, every economic and financial textbook, media outlet, and bond guru say...

Part one of this article discusses the potential ramifications related to policy actions that China and Japan might take. These large U.S. Treasury bondholders could...