Tag Archives: Economy

April 10, 2018

Economy

Technology Sector is an Anchor Attached to Core Inflation and Productivity
Posted By Ben Breitholtz | Newsclips

The rise of the technology sector has produced an anchor for core inflation. Convergence between other sectors like industrials, materials, and consumer discretionary is bound to occur, but not over the short run. All in all, the game has changed for inflation and so too should the Fed's use of a target.... Read More

April 6, 2018

Economy

Employment In Pictures – Don’t Blame The Weather
Posted By Greg Blaha | Monthly Reports, Newsclips

With the payroll number missing expectations, many were quick to blame March's unusual snowfall in the Northeast. Unfortunately, the statistics do not back up this opinion.... Read More

Economy

Eurozone Economic Data Not Very Rosy, U.S. to Follow?
Posted By Ben Breitholtz | Newsclips

Waning Eurozone economic data is now being exacerbated by worsening soft, survey-based data. The Eurozone's pace of improvement in soft data is falling below that of the U.S. for the first time since March 2017. ... Read More

April 5, 2018

Economy

Lingering Winter Weather In Parts Of U.S. Unlikely To Affect Payroll Report
Posted By Greg Blaha | Newsclips

Despite lingering winter weather in parts of the U.S., the payroll report is unlikely to be abnormally affected.... Read More

April 4, 2018

Economy

Consumer Healthy, But Warts Remain
Posted By Ben Breitholtz | Featured, Newsclips

The consumer is healthy, but signs of a slack and deteriorating real estate interest will likely prevent core inflation from achieving the Fed's target of 2.0% in 2019.... Read More

March 28, 2018

Economy

The Fed’s GDP Forecasts Diverging Once Again
Posted By Greg Blaha | Newsclips

The Atlanta Fed's GDP Now sees Q1 growth at 1.8%. The New York Fed's Nowcast sees 2.9% Q1 growth. What gives?... Read More

March 27, 2018

Economy

U.S. Economic Data – Waiting for the Other Shoe to Drop?
Posted By Ben Breitholtz | Featured, Newsclips

Eurozone economic data have made a swift turn to missing expectations, heightening the potential for the U.S. to follow suit. Any revivals in the spread between U.S. and German inflation expectations should be short-lived. The U.S. has built significantly more inflation premium into nominal yields, meaning greater risk in the event realized inflation is a bust.... Read More

March 23, 2018

Economy

Concerted Global Growth is Fading
Posted By Ben Breitholtz | Featured, Newsclips

Incoming economic data are missing expectations across a majority of developed economies, foreshadowing a shift to sub-par realized data changes. These transitions have not been kind to global equity markets. Notably, inflation changes are also falling back to one-year average growth rates.... Read More

March 20, 2018

Economy

The Phillips Curve
Newsclips

The Phillips curve is dead...or is it?... Read More

March 14, 2018

Economy

Student Loans Continue To Skyrocket
Posted By Greg Blaha | Charts of the Week

Student loans now total $1.49 trillion.... Read More

Economy

Optimism Everywhere
Posted By Jim Bianco | Newsclips

Consumer and business sentiment is in rarefied air.... Read More

March 9, 2018

Economy

Ags Boosting Global Growth But Watch Industrial Metals
Posted By Peter Forbes | Newsclips

Agricultural commodities still point to 3+% global growth, but keep an eye on industrial metals' response to trade tensions. ... Read More

Economy

Employment In Pictures – Payrolls Beat Estimates, But Wage Growth Remains Subdued
Posted By Greg Blaha | Monthly Reports, Newsclips

Payrolls beat even the most optimistic estimates in February, but wage growth remains subdued.... Read More

March 8, 2018

Economy

Updating Weather’s Impact On February’s Payroll Report
Posted By Greg Blaha | Newsclips

Mild February weather likely led to fewer people missing work this past month than average.... Read More

February 28, 2018

Economy

GDPNow Falls In Line With The Consensus
Posted By Greg Blaha | Newsclips

With roughly a month of economic releases to rely on, the Atlanta Fed is now projecting 2.6% GDP growth for Q1 2018.... Read More

Economy

I Want An Amazon Deal Too!
Newsclips

As Amazon looks for the most attractive incentives in choosing a city for HQ2, other major companies are starting to take notice. In the end, all those Amazon jobs might come at too high a price tag.... Read More

January 26, 2018

Economy

Market Capitalization As A Percentage Of GDP
Market Cap to GDP Statistics

Bloomberg – U.S. GDP Grows Below-Forecast 2.6% on Trade, Inventory Drags The U.S. economy expanded at a slower-than-projected pace in the fourth quarter on drags from trade and inventories, offsetting strength in consumer spending and business investment that signals solid... Read More

Technology Sector is an Anchor Attached to Core Inflation and Productivity Posted By Ben Breitholtz | Newsclips

Employment In Pictures – Don’t Blame The Weather Posted By Greg Blaha | Monthly Reports, Newsclips

Eurozone Economic Data Not Very Rosy, U.S. to Follow? Posted By Ben Breitholtz | Newsclips

Lingering Winter Weather In Parts Of U.S. Unlikely To Affect Payroll Report Posted By Greg Blaha | Newsclips

Consumer Healthy, But Warts Remain Posted By Ben Breitholtz | Featured, Newsclips

The Fed’s GDP Forecasts Diverging Once Again Posted By Greg Blaha | Newsclips

U.S. Economic Data – Waiting for the Other Shoe to Drop? Posted By Ben Breitholtz | Featured, Newsclips

Concerted Global Growth is Fading Posted By Ben Breitholtz | Featured, Newsclips

More Signs of Slowdown Emerging Posted By Ben Breitholtz | Newsclips

The Phillips Curve Newsclips

Student Loans Continue To Skyrocket Posted By Greg Blaha | Charts of the Week

Optimism Everywhere Posted By Jim Bianco | Newsclips

Ags Boosting Global Growth But Watch Industrial Metals Posted By Peter Forbes | Newsclips

Employment In Pictures – Payrolls Beat Estimates, But Wage Growth Remains Subdued Posted By Greg Blaha | Monthly Reports, Newsclips

Updating Weather’s Impact On February’s Payroll Report Posted By Greg Blaha | Newsclips

GDPNow Falls In Line With The Consensus Posted By Greg Blaha | Newsclips

I Want An Amazon Deal Too! Newsclips

Market Capitalization As A Percentage Of GDP Market Cap to GDP Statistics

Technology Sector is an Anchor Attached to Core Inflation and Productivity
Posted By Ben Breitholtz | Newsclips

Employment In Pictures – Don’t Blame The Weather
Posted By Greg Blaha | Monthly Reports, Newsclips

Eurozone Economic Data Not Very Rosy, U.S. to Follow?
Posted By Ben Breitholtz | Newsclips

Lingering Winter Weather In Parts Of U.S. Unlikely To Affect Payroll Report
Posted By Greg Blaha | Newsclips

Consumer Healthy, But Warts Remain
Posted By Ben Breitholtz | Featured, Newsclips

The Fed’s GDP Forecasts Diverging Once Again
Posted By Greg Blaha | Newsclips

U.S. Economic Data – Waiting for the Other Shoe to Drop?
Posted By Ben Breitholtz | Featured, Newsclips

Concerted Global Growth is Fading
Posted By Ben Breitholtz | Featured, Newsclips

More Signs of Slowdown Emerging
Posted By Ben Breitholtz | Newsclips

The Phillips Curve
Newsclips

Student Loans Continue To Skyrocket
Posted By Greg Blaha | Charts of the Week

Optimism Everywhere
Posted By Jim Bianco | Newsclips

Ags Boosting Global Growth But Watch Industrial Metals
Posted By Peter Forbes | Newsclips

Employment In Pictures – Payrolls Beat Estimates, But Wage Growth Remains Subdued
Posted By Greg Blaha | Monthly Reports, Newsclips

Updating Weather’s Impact On February’s Payroll Report
Posted By Greg Blaha | Newsclips

GDPNow Falls In Line With The Consensus
Posted By Greg Blaha | Newsclips

I Want An Amazon Deal Too!
Newsclips

Market Capitalization As A Percentage Of GDP
Market Cap to GDP Statistics