Author Archive
Consumer sentiment, industrial production, retail sales, inventories
Economic Releases
Jan 14, 2022
Post war deceleration seems to be on track. Debt/GDP falling fast as Federal Covid spending winds down.
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Payrolls, consumer credit
Economic Releases
Jan 09, 2022
Continues to level off well below the pre covid trend: Picking up as Federal transfer payments diminish:
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Construction spending, JOLTS, vehicle sales, durable goods orders
Economic Releases
Jan 06, 2022
Starting to fade, and this is not adjusted for inflation: Not sure what to make of this except the post covid bounce seems to be leveling off? This slowdown is more than just a parts shortage: This slowdown is more than just a parts shortage:
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Dallas Fed, pending home sales, trade
Economic Releases
Dec 30, 2021
Working its way lower as are most of the indicators: This has helped keep US demand down as fiscal transfers sustained income in the midsts of extensive supply side issues:
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New home sales, personal consumption, personal income, Architecture index, Chicago Fed
Economic Releases
Dec 23, 2021
Looks to be leveling off: Fallen back to pre covid trend was fiscal transfers expire, with more on the way for Jan: Back to low growth mode:
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Retail sales, housing starts, industrial production, unemployment claims
Economic Releases
Dec 16, 2021
After a nice bounce from the covid dip they seem to be leveling off. And these numbers aren’t adjusted for ‘inflation:’ Up last month but still look to be going sideways: Still slowly recovering to pre covid levels: New claims for unemployment comp remain low:
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Unemployment claims, port of LA, CPI, consumer sentiment
Economic Releases
Dec 10, 2021
Back to pre covid levels as fewer people are being let go: Looks to me like the increases will subside if energy prices stabilize: Still looks to be on the decline, as federal deficit spending is quickly fading and inflation reduces the value of savings, causing people and businesses to spend less
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Trade, Japan, fading savings
Economic Releases
Dec 08, 2021
The slowdown in imports could indicate a slowing domestic economy: Both exports and imports increased in October. Exports are up 18% compared to October 2020; imports are up 22% compared to October 2020. Japan not doing so well: Personal income and savings went up with the fiscal transfers, and now they’re fading:
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Gasoline supplied, private payrolls, construction spending
Economic Releases
Dec 01, 2021
Recovered and then some: Closing the gap but a ways to go to ketchup: Not adding much to growth:
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Existing home sales, new home sales, durable goods orders, consumer sentiment, personal consumption and income, tax receipts
Economic Releases
Nov 24, 2021
Higher prices brought out a few more sellers: The blip up seems to have reversed: Softening: Looks like inventories have recovered: These largely involve buying intentions: Seems to be back on trend, without have ‘made up for’ the covid dip: The rate of growth is declining and has about settled back to
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