Economics

Do you think the US can curb its spending and DEBT? If US truly wanted to contain it, what about

Inflation (PCE) followed M2 Money Supply up and is following it down. About an 18m lag. When MS growth exceeds

Let’s look at the MEGA tech earnings to foretell or confirm the economic outlook going forward. I will be brief

In most analytical fields and in science, financial analysis, economics, we study the change or delta of data. Today we

What does the ECB decision mean? That inflation reduction is the primary focus as persistently elevated inflation is a global

It is always about the change. What is the pattern of the change that we see? Is there noise or

It is all in the language…Powell’s language that is. Per CME’s FED Watch Tool, 25 bps has about 99% probability

Tight labor market but a greater number of workers still remain outside the labor force. Did you know? First, what

There is a DISCONNECT from mismatched expectations on both sides between businesses and workers. We have on one side: Businesses

Quick overview, what do I see? • CPI 6.5 Y/Y, -.1 M/M (finally a down month!) • CORE 5.7 Y/Y,

Manufacturing data is a forward indicator for earnings and trends especially New Orders which have been contracting and in December

We really do not want a FED pivot. Why? First, let’s go right to the “pink elephant” in the room