by sslifer | Dec 16, 2022 | Commentary for the Week, NumberNomics Notes
December 16, 2022 The markets think they have seen signs of a slower pace of economic activity, evidence that the inflation rate has peaked and is headed lower, and have concluded that the Fed might actually be able to pull off the elusive soft landing. While the Fed...
by sslifer | Dec 9, 2022 | Commentary for the Week, NumberNomics Notes
December 9, 2022 Everybody keeps worrying about a “recession”. That implies all recessions are alike. They are not. There are recessions. And Recessions. And RECESSIONS. They can be barely noticeable (like 2000), or devastating (like 2008-2009). So while...
by sslifer | Dec 2, 2022 | Commentary for the Week, NumberNomics Notes
2023 Economic Outlook Conference SOLD OUT In times of uncertainty whether you are running a business or planning your investments, knowledge can be your most valuable asset. Stephen Slifer, Owner and Chief Economist at NumberNomics will provide insight...
by sslifer | Dec 2, 2022 | Commentary for the Week, NumberNomics Notes
December 2, 2022 The world is focused on the combination of GDP growth, inflation, and expected Fed action, and certainly those topics are important. But there has been little discussion of the damage done by the government’s debt explosion in the past couple of...
by sslifer | Nov 18, 2022 | Commentary for the Week, NumberNomics Notes
November 18, 2022 The housing market has taken the brunt of the Fed’s tightening initiative thus far as home sales have slowed from a 6.5 million pace in January to 4.4 million. But how much farther might they shrink? Mortgage rates are likely to climb from a near...
by sslifer | Nov 11, 2022 | Commentary for the Week, NumberNomics Notes
November 11, 2022 The CPI for October came in far below what had been expected and the stock and bond markets staged powerful rallies. The S&P 500 index jumped 5.5% in a single day. The yield on the 10-year note fell 0.33%. to 3.82%. While the inflation rate...
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