Author Archive
Personal income and spending, Architecture billings, Congressional Resolution
Economic Releases
Mar 26, 2021
With consumption as weak as it is, the latest fiscal adjustment probably won’t put much upward pressure on prices:
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Mtg apps, durable goods orders, vehicle miles
Economic Releases
Mar 25, 2021
Muddling through:
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Consumer sentiment, retail sales, industrial production, homebuilder sentiment
Economic Releases
Mar 17, 2021
Some improvement but remains weak: Looks ok to me: Not looking good: Not looking good:
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Housing starts and permits, mortgage purchase apps, LA port traffic
Economic Releases
Mar 17, 2021
A setback to levels of the 1950’s when there were half as many people: Imports up, exports down:
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Employment, imports, consumer borrowing
Economic Releases
Mar 05, 2021
Employment increased more than expected last month but still looking anemic overall: Returning to normal, good for the global economy:
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Jobless claims, ADP payrolls, ISM services, Vehicle sales
Economic Releases
Mar 03, 2021
Employment growth has stalled: Not looking good: Also fading:
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Durable goods, pending home sales, personal income and spending, consumer credit
Economic Releases
Feb 26, 2021
Back to 2018 levels with lots lost during the dip: Still drifting lower: Another round of Federal checks hit last month: The economy is generating less personal income than pre covid and fading: Some of the increased income was saved: Some was spent, but consumption has still not fully recovered: Consumer borrowing
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New home sales, mortgage purchase applications, bank real estate lending, crude oil prices
Economic Releases
Feb 24, 2021
Settling in at perhaps somewhat higher levels: Promising! Not showing up here yet: No telling what the Saudis are up to:
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Consumer sentiment, unemployment claims, housing starts, lumber, retail sales, industrial production
Economic Releases
Feb 19, 2021
Alarmingly high this long after the crisis and no longer moving lower: Seems ‘on average’ it’s hard to say much has changed: Though this looks promising: Tariffs and Covid related supply issues are commonplace: Nice move up after the move down, but still looking net lower than otherwise for the last 12
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Small business index, JOLTS, corn
Economic Releases
Feb 09, 2021
Back to where it was pre Trump: New hires down, openings up some but that includes openings to replace higher cost workers: Exporting our food supply (in addition to turning it into motor fuel and burning it up) so we can pay more fighting over what’s left:
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