by sslifer | Nov 29, 2024 | Uncategorized
November 29, 2024 There will be no economic commentary this week..Back in the groove next week. Enjoy the time this weekend with your friends and family and be thankful for all that you have. Steve
by sslifer | Nov 22, 2024 | Commentary for the Week, NumberNomics Notes
November 22, 2024 Every economist has attempted to predict the impact on economic growth and inflation from the long list of policies Trump is supporting. Economic forecasting is challenging enough every year when dealing with the usual variables — consumer...
by sslifer | Nov 15, 2024 | Commentary for the Week, NumberNomics Notes
November 15, 2024 The retail sales data for October combined with upwards revisions to September indicate that the consumer is still willing to spend. That is not a great surprise. Driven by the rapid ascent of the stock market and surging home prices, consumer net...
by sslifer | Nov 8, 2024 | Commentary for the Week, NumberNomics Notes
November 8, 2024 When asked about their level of confidence consumers often highlight inflation as a major concern. When inflation began to rise in mid-2020 Fed Chair Powell told us not to worry because the run-up in prices would be temporary. That led us to...
by sslifer | Nov 1, 2024 | Commentary for the Week, NumberNomics Notes
November 1, 2024 Inflation fears have permeated the bond market as the yield on the 10-year note has risen 0.7% since mid-September. This dramatic increase seems to reflect inflation concerns stemming from the policies advocated by both presidential candidates. ...
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