by sslifer | Jan 9, 2026 | Commentary for the Week, NumberNomics Notes
January 9, 2026 Data released in the past several weeks have not only beaten expectations, they have crushed them. For now it is hard to dispute the notion that the economy is on a roll. The trade deficit is shrinking rapidly and is contributing significantly to...
by sslifer | Dec 19, 2025 | Commentary for the Week, NumberNomics Notes
December 19, 2025 The inflation data for October and November showed a much smaller than expected increase in that two month period. Because there were no available data for October as a result of the government shutdown, all we really know is that the CPI rose 0.2%...
by sslifer | Dec 12, 2025 | Commentary for the Week, NumberNomics Notes
December 12, 2025 The Federal Reserve cut rates by 0.25% at this week’s FOMC meeting to 3.5-3.75% which is the third consecutive rate cut of that magnitude since September. The Fed has signaled an easing move of roughly this magnitude since June so this action was...
by sslifer | Dec 5, 2025 | Commentary for the Week, NumberNomics Notes, The Year Ahead Outlook
December 5, 2025 The economy is facing some headwinds such as a widening income gap between high and low income workers, unaffordable housing for many, uncertainty caused by tariffs, and deporting thousands of immigrants. They are all weighing on business and consumer...
by sslifer | Nov 21, 2025 | Commentary for the Week, NumberNomics Notes
November 21, 2025 A broad package of import duties went into effect on April 2, 2025, which Trump called “Liberation Day:. It is now time to step back and evaluate their impact on the economy thus far. We believe in free trade. In a world without tariffs or quotas...
by sslifer | Nov 14, 2025 | Commentary for the Week, NumberNomics Notes
November 14, 2025 The data desert is about to end, but the debates about the pace of economic activity, the rate of inflation, the state of the labor market, and the proper level of interest rates will linger. Our suspicion is that when the dust settles and all of...
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