Author Archive
Employment, optimism index, consumer credit, consumer price index
Economic Releases, Retail Sales
Mar 10, 2022
Slowly returning to the pre covid trend: Still below the pre covid trend line:
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Car sales, ISM Services, Atlanta Fed, energy recession chart
Economic Releases, Energy, Fed, Retail Sales, USA
Mar 04, 2022
Low and slipping: GDP tracking at 0:
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Income expectations, NY manufacturing, industrial production, retail sales
Economic Releases, Retail Sales
Feb 16, 2022
Post war slowdown continues: Below the 2018 highs, but still growing from the covid dip: Adjusted for inflation, the slope is downward:
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Optimism indexes, mtg purchase applications
Economic Releases, Retail Sales
Feb 09, 2022
Post was slump continues: Mortgage applications and housing in general remains far weaker than it was when rates were far higher and the population was a lot lower as well:
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Employment, oil
Economic Releases, Retail Sales, Russia
Feb 04, 2022
Still slowly working its way back to the pre covid trend: New rigs continue to come online, but it won’t interfere with Saudi/Russian price setting until sufficient production comes online to reduce Saudi sales. And right now sales are going up, indicating that demand for oil at the Saudi’s prices is increasing,
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Private payrolls, durable goods orders, ISM services, Atlanta Fed
Economic Releases, Retail Sales
Feb 03, 2022
Fading, and this series is not inflation adjusted: Still high but falling fast: Still at only .1% GDP growth for Q1:
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Dallas Fed, China, Atlanta Fed, private fixed investment
China, Economic Releases, Retail Sales
Jan 31, 2022
Slumping: Post war slump there as well: Post war slump there as well: Off to a slow start:
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Personal income and spending, consumer sentiment
Economic Releases, Retail Sales
Jan 28, 2022
Still fading: Still not looking like an excess demand problem: Might be the slowing income growth?
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New homes sales, PMI, Chicago Fed, recovery tracker
Economic Releases, Retail Sales
Jan 27, 2022
Covid dip, recovery, and now settling back at prior levels. After years of ultra low mortgage rates growth remains slower and absolute levels far below the prior cycle: Post war slowdown narrative continues to unfold: “The Chicago Fed National Activity Index in the US dropped to -0.15 in December 2021 from an
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Unemployment claims, existing home sales, architecture billings, housing starts
Economic Releases, Retail Sales
Jan 20, 2022
Signs of a post war slump continue:
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