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I am now also emailing my posts directly to my PMC donors at the same time they are emailed for posting on this website. If you wish to be on the list, please make a donation here. ...Read More

Unemployment claims, consumer sentiment, household debt

No problem here seems: ...Read More

Retail sales, Industrial production, Real estate loans

Fading back to trend: Up a bit but still depressed: Mortgage applications may be up some but not bank lending for real estate: ...Read More

Unemployment claims, rig count, nat gas prices

It’s bad and getting worse: ...Read More

JOLTS, Gasoline, Small business index

Longer-term stagnation setting in: ...Read More

ADP, unemployment claims, trade

This is not good: Imports going up with stimulus funds as jobless claims remain high: ...Read More

Consumer confidence, construction spending, gasoline

Not adjusted for inflation. Most recently showing an increase: ...Read More

Gasoline, New home sales, Personal income, Personal consumption

still weakening: November new home sales fall more than expected, builder stocks drop Continues to fall back as benefits fade and employment remains weak: Weakening after failing to return to trend as benefits fade and employment remains weak: ...Read More

Jobless claims, housing starts, news headlines

Stubbornly way high and rising some: Very high and coming down only as they expire: Familiar dip and partial recovery pattern: ...Read More

Retail sales, architecture billings

The pace is sort of coming back to trend line: Familiar pattern as weakness continues: ...Read More

Consumer sentiment, Optimism, Industrial production

Still depressed: Tariffs turned this one south before covid did its thing: ...Read More