by sslifer | Apr 1, 2022 | Commentary for the Week, NumberNomics Notes
April 1, 2022 The President recently released his 2023 budget. Throughout history, the federal government has boosted spending during the bad times as tax revenues decline and expenditures climb. In good times the government is supposed to take advantage of...
by sslifer | Mar 25, 2022 | Commentary for the Week, NumberNomics Notes
March 25, 2022 We do not expect a recession any time between now and the end of 2023 largely because real interest rates will remain negative, and because there remains considerable excess liquidity in the economy. Other economists are more concerned, but nobody is...
by sslifer | Mar 18, 2022 | Commentary for the Week, NumberNomics Notes
March 18, 2022 The press described last week’s Fed’s tightening initiative as the most aggressive in years – which is true. But the Fed has dug itself into such a deep hole that the actions it outlined will not be nearly enough to shrink inflation to the 2.0% mark. ...
by sslifer | Mar 11, 2022 | Commentary for the Week, NumberNomics Notes
March 11, 2015 All eyes this week will be on the outcome of the Fed’s Open Market Committee meeting. The Fed will likely boost the funds rate from 0.0% to 0.25%. That is the initial step of a much longer two-step process. First, the Fed must decide how quickly and...
by sslifer | Mar 4, 2022 | Commentary for the Week, NumberNomics Notes
March 4, 2022 The Russian economy is a fraction the size of the U.S. economy and an even smaller percentage if one adds in the GDP of its NATO allies. The imposed sanctions combined with an impressive unwillingness by private sector firms around the globe to do...
by sslifer | Feb 25, 2022 | Commentary for the Week, NumberNomics Notes
February 25, 2022 Let’s be real. Nobody knows exactly what is going to happen next in the war between Russia and Ukraine. But a couple of things seem obvious. Russia appears to be handily dismissing its Ukraine rivals. Europe and the U.S. continue to do what they...
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