by sslifer | Aug 21, 2020 | Commentary for the Week, NumberNomics Notes
August 21, 2020 While the economy contracted at breath-taking speed in March and April, it has turned upwards more quickly and with more vigor than most economists expected. Clearly, the source of the rebound is the fiscal stimulus money that injected $3.0 trillion...
by sslifer | Aug 14, 2020 | Commentary for the Week, NumberNomics Notes
August 14, 2020 As the Fed continues to purchase billions of dollars of U.S. Treasury securities each week, market participants are becoming concerned about a resurgence of inflation. That may happen eventually, but not yet. The economy has too much slack for there...
by sslifer | Aug 7, 2020 | Commentary for the Week, NumberNomics Notes
August 7, 2020 After shrinking by 32.9% in the second quarter we all want to know the extent of the GDP rebound in the third quarter. Is the economy recovering nicely? Or was its recent rebound buoyed by the $1,200 refund checks which means the economy could stall...
by sslifer | Aug 7, 2020 | Uncategorized
August 7, 2020 After shrinking by 32.9% in the second quarter we all want to know the extent of the GDP rebound in the third quarter. Is the economy recovering nicely? Or was its recent rebound buoyed by the $1,200 refund checks which means the economy could stall...
by sslifer | Jul 31, 2020 | Commentary for the Week, NumberNomics Notes
July 31, 2020 GDP fell 32.9% in the second quarter. No great surprise. Growth will rebound in the third quarter, but how big is big? The early consensus appears to be for third quarter growth of 15%. We are much more optimistic and anticipate a GDP jump of 32%. ...
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