by sslifer | Nov 20, 2020 | Commentary for the Week, NumberNomics Notes
November 20, 2020 Many economists and the media have developed a narrative that says the economy’s rebound in the third quarter was caused by the stimulus checks, stimulus will only provide a temporary lift to the pace of economic activity and, as a result, fourth...
by sslifer | Nov 13, 2020 | Commentary for the Week, NumberNomics Notes
November 13, 2020 Economists invariably cite a long laundry list of potential problems – the fiscal stimulus is wearing off, renewed shutdowns as the virus spreads more quickly, a delay in the development of a vaccine, an inability to distribute large quantities of...
by sslifer | Nov 6, 2020 | Commentary for the Week, NumberNomics Notes
November 6, 2020 The employment report for October confirmed that – contrary to the expectation of most economists – the economy remains on a strong upward trajectory. After a stunning 33.1% GDP rebound in the third quarter most economists thought that the fiscal...
by sslifer | Oct 30, 2020 | Commentary for the Week, NumberNomics Notes
October 3o, 2020 As the corona virus begins to spread more rapidly, the stock market is fretting about the possible re-imposition of a nationwide quarantine like what France and Germany just did. That would be a disastrous policy choice. A second quarantine would...
by sslifer | Oct 23, 2020 | Commentary for the Week, NumberNomics Notes
October 23, 2020 With every passing week the pace of economic activity remains robust. Signs of the long-awaited slowdown are elusive. While logic suggests that the economy should sputter as fiscal stimulus abates, the incoming data suggest otherwise. The labor...
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