by sslifer | Aug 20, 2021 | Commentary for the Week, NumberNomics Notes
August 20, 2021 Each passing week economists and investors find something else to worry about. COVID concerns have been pushed to the forefront as the number of new cases has climbed. That spawns a fear that a renewed lockdown could negatively impact the pace of...
by sslifer | Aug 13, 2021 | Commentary for the Week, NumberNomics Notes
August 13, 2021 COVID continues to take its toll around the globe largely amongst unvaccinated individuals and countries. The number of cases has been rising in China and officials there recently shut down the Ningbo-Zhoushan port. The spread of the virus has caused...
by sslifer | Aug 6, 2021 | Commentary for the Week, NumberNomics Notes
Given the July employment report the first article talks about the general outlook going forward for GDP growth, inflation, and interest rates. The second article talks about the contribution from the tech sector in helping us to emerge from last year’s...
by sslifer | Aug 6, 2021 | Commentary for the Week, NumberNomics Notes
August 6, 2021 The economy is charging ahead in the first month of the third quarter. Employment increased by 950 thousand workers in both June and July. The unemployment rate fell 0.5% in a single month to 5.4%. After Labor Day, once the Federal unemployment...
by sslifer | Aug 6, 2021 | Commentary for the Week, NumberNomics Notes
August 6, 2021 Every quarter we are surprised by a steady robust pace of GDP growth and the resilience of the stock market. How can that happen? Clearly, a series of stimulus checks combined with ultra-easy Fed policy deserve much of the credit. But let’s not...
by sslifer | Jul 30, 2021 | Commentary for the Week, NumberNomics Notes
July 30, 2021 The biggest news about second quarter GDP was not the slower-than-expected 6.5% GDP growth rate but the extent to which businesses needed to dip into inventories to satisfy demand. Inventories fell $146 billion in the second quarter. Declines of that...
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