by sslifer | Jan 26, 2018 | Commentary for the Week, NumberNomics Notes, Uncategorized
January 26, 2018 The dollar has fallen 7.5% in the past year. Treasury Secretary Mnuchin said this week that a weaker dollar is good for trade. That is in sharp contrast to the strong dollar policy advocated by every administration for the past 20 years and such a...
by sslifer | Jan 19, 2018 | Commentary for the Week, NumberNomics Notes
January 19, 2018 I got inspired this week and wrote a couple of pieces that might be of interest to you. First, the stock market has been on a roll for some time. A correction is inevitable at some point. When that occurs everybody will get nervous and chatter about...
by sslifer | Jan 19, 2018 | Commentary for the Week, NumberNomics Notes
January 19, 2018 The economy is in its ninth year of expansion. The stock market is on a powerful upswing. It is inevitable that between now and yearend it will hit a speed bump and correct by 10% or more. People will get nervous. There will be talk of a...
by sslifer | Jan 19, 2018 | Commentary for the Week, NumberNomics Notes
January 19, 2018 As this is being written a federal government shutdown is scheduled to go into effect at the end of the day on Friday, January 19. Should it occur it will be more of an annoyance than anything else because only some government functions will be...
by sslifer | Jan 12, 2018 | Commentary for the Week, NumberNomics Notes
January 12, 2018 Solid economic data and a string of record high levels for the stock market are stoking fears that the economy may soon overheat which would boost the inflation rate and induce the Fed to accelerate the pace of rate hikes. Such fears have boosted...
by sslifer | Jan 5, 2018 | Commentary for the Week, NumberNomics Notes
January 5, 2017 The trick in economic forecasting is figuring out how much importance to attach to the data for any given month. And sometimes that requires examining a broad range of economic indicators rather than just one. So, as we start a new year perhaps it is...
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