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Aug 14, 2014
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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Unemployment claims, Architecture index, New home sales
Economic Releases
Sep 24, 2020
Slightly higher than last week as they remain alarmingly high: Same pattern- big drop, some recovery, leveling off at lower levels: Same pattern developing but sales holding up at least for now:
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Consumer sentiment, Existing home sales, Services
Economic Releases
Sep 23, 2020
Not looking good: Up from the massive setback as some sales were delayed rather than cancelled: The emerging pattern seems to be the big collapse, a partial recovery, and then a tapering off from there:
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Consumer sentiment, current account
Economic Releases
Sep 19, 2020
The current account deficit in the US widened by $59 billion, or 52.9%, to $170.5 billion in Q2 2020, the biggest gap since Q3 2008. It is equivalent to 3.5% of the GDP, compared to 2.1% in Q1. It mostly reflects an expanded deficit on goods and reduced surpluses on primary income
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Industrial production, Retail sales
Economic Releases
Sep 16, 2020
Looks like we’ve stopped digging out of the hole: Sales have returned, at least for now, though a lot of sales were lost ‘forever’ due to covid:
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Unemployment claims, JOLTS
Economic Releases
Sep 10, 2020
Not much evidence things getting anywhere near back to normal:
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Loans, interest margins
Economic Releases
Sep 05, 2020
Business precautionary draw downs of lines of credit caused the spike, followed by a contraction as operational needs contract: Growth in real estate loans is slowing: Consumer borrowing dropped with the stimulus checks and then has flattened: Pause, recovery, and then a leveling off:
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Options buying, employment
Economic Releases
Sep 04, 2020
The gap closed but at a slower rate indicating the extent to which the economy remains subdued 6 months into the crisis: Interesting- never seem gov sharply procyclical like this:
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Trucks and cars, Jobless claims, Trade
Economic Releases
Sep 03, 2020
Same large dip partial recover story: Down a bit but still way high this many months after the initial surge:
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Construction spending, payrolls, durable goods orders, NY Manufacturing
Economic Releases
Sep 02, 2020
Growth has been working it’s way lower for a long time: Not much of a recovery here: Total orders for the last several months are way down:
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Personal consumption, personal spending, rig count
Economic Releases
Aug 28, 2020
Settling down as fiscal transfers subside, but still elevated: Income falling faster than consumption is growing: Real Personal Income less Transfer Payments
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