by sslifer | Nov 7, 2025 | Commentary for the Week, NumberNomics Notes
November 7, 2025 Even in a week when no government economic data were released signs of stress in the economy have begun to emerge. It started with the elections on Tuesday with surprising wins by Democrats in the elections for governor of New Jersey and Virginia...
by sslifer | Oct 31, 2025 | Commentary for the Week, NumberNomics Notes
October 31, 2025 What surprise? The Fed did exactly what it was supposed to do, right? It cut rates by 0.25%. Everybody was on board with that decision except Stephen Miran who opted for a larger 0.5% cut. All as expected. With one exception. Kansas City Fed...
by sslifer | Oct 24, 2025 | Commentary for the Week, NumberNomics Notes
October 24, 2025 Solid Growth Without Jobs — How Can That Be? The Federal Reserve’s Open Market Committee will meet on Tuesday and Wednesday and will almost certainly opt to lower the funds rate by another 0.25% to a range of 3.75-4.0%. One hot topic of...
by sslifer | Oct 17, 2025 | Commentary for the Week, NumberNomics Notes
October 17, 2025 Economists everywhere are talking about the miniscule monthly increases in payroll employment and concluding that the economy is on the cusp of slower growth and possible declines in employment in the months ahead. Fed Chair Powell has noted that the...
by sslifer | Oct 10, 2025 | Commentary for the Week, NumberNomics Notes
October 10, 2025 The Federal Reserve targets inflation at 2.0%. In the past 12 months it has risen 2.9%. Furthermore, the Fed does not anticipate it returning to 2.0% until 2028. At any other point in time the Fed would maintain a restrictive policy stance in an...
by sslifer | Sep 19, 2025 | Commentary for the Week, NumberNomics Notes
September 19, 2025 The Federal Reserve met and did largely what everybody expected. It cut rates by 0.25% in September and talked about two additional similar-sized cuts by yearend. The Fed noted that the action was being taken because the “downside risks to...
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