Category Archives: Uncategorized

Wholesale Sales

This came out today and was up some from last month, and touted as a show of strength. Nothing to write home about best I can see:

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NFIB

Nothing happening here. Note from the chart that it’s still near the lows of prior cycles. From the National Federation of Independent Business (NFIB): NFIB SBET Sees Slight Bump in August August’s Optimism Index rose 0.4 points to 96.1 making … Continue reading

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ADP, productivity, trade, PMI services, Toll Bros. report

Maybe some evidence the 1.2 million who lost benefits at year end and took menial jobs phenomenon has run its course, and H2 will show substantially lower employment growth than H1? When it was going up it was ‘accelerating’, so … Continue reading

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September govt rush to spend

I got this emailed to me. Makes sense. Did US Macro Just Jump The Shark? As in past years, this spike in activity is extrapolated by the smartest people in the room, leaving the reality to miss expectations for the … Continue reading

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Today’s factory order charts

This doesn’t look like much of a recovery? The export game is getting tougher as well: Tech not so hot either: Here’s the report: Highlights Skewed by Boeing orders at the Farnborough Airshow, factory orders surged 10.5 percent in July. … Continue reading

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PMC donation information

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.

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wealth gap slowing the economy

It’s always about unspent income. S&P: Wealth gap is slowing US economic growth

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whatever…

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Donation information and new home sales chart

Also, I’ll be in NYC Friday and Saturday if anyone wants to get together for anything, or play some tennis. Trying to stay fit on the road. Going from there to the PMC for the annual 170 mile two day … Continue reading

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Consumer sentiment, expectations, and current conditions

This series continues to struggle to get to even the lows of prior cycles: Expectations: Full size image Full size image Current conditions: Full size image

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