by sslifer | Apr 30, 2021 | Commentary for the Week, NumberNomics Notes
April 30, 2021 At 6.4%, GDP growth in the first quarter was about in line with expectations. But three things were not anticipated. First, the demand side of the economy was turbocharged. Essentially, the government primed the pump with two rounds of checks to...
by sslifer | Apr 23, 2021 | Commentary for the Week, NumberNomics Notes
April 23, 2021 The Fed claims that we are seeing a temporary runup in inflation which will eventually dissipate and settle in at a pace slightly above its 2.0% target. Perhaps. But our fear is that we could see a sustained increase in inflation in excess of what the...
by sslifer | Apr 16, 2021 | Commentary for the Week, NumberNomics Notes
April 16, 2021 There can be little doubt that the demand side of the economy is on fire. Retail sales registered an almost double-digit gain in March. Home sales are climbing at the fastest pace since 2006. But the production side of the economy is struggling to...
by sslifer | Apr 13, 2021 | Miscellaneous, NumberNomics Notes
April 13, 2021 The corona virus wreaked havoc on stock prices in February and March. After hitting a high of 3,380 in mid-February the market plunged by,1000 points or 32% in five weeks to a low of 2,304 in mid-March. But then the government passed a $3.0 trillion of...
by sslifer | Apr 9, 2021 | Commentary for the Week, NumberNomics Notes
April 9, 2021 The news from Europe today is focused on continuing lockdowns in France, Germany, Italy, and Spain as a renewed wave of COVID inflections spreads across the continent. The prospects for Asia are being held in check by the so-called Asian Five countries...
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