by sslifer | Jul 10, 2020 | Commentary for the Week, NumberNomics Notes
July 10, 2020 There is no question that the virus is spreading more rapidly as the U.S. economy continues to re-open. But we believe that the press is overstating the problem. Meanwhile, every economic indicator released in the past two months has been far higher...
by sslifer | Jul 3, 2020 | Commentary for the Week, NumberNomics Notes
July 3, 2020 Once the March and April data began to unfold it was clear that the economy had fallen into a deep recession. Who would have thought that by May the economy would be rebounding vigorously and that the recession would be over? But yet that is exactly...
by sslifer | Jun 26, 2020 | Commentary for the Week, NumberNomics Notes
June 26, 2020 Corona virus cases are once again climbing and defying states efforts to control it. It is extending its reach into places that were largely spared at the beginning of the outbreak in mid-March. What to do? Reimpose the lockdowns that crushed the U.S....
by sslifer | Jun 19, 2020 | Commentary for the Week, NumberNomics Notes
June 19, 2020 The National Bureau of Economic Research has already indicated that the record breaking, 128-month expansion ended in February. This means that the economy entered a recession in March, continued in recession in April, but returned to growth mode in...
by sslifer | Jun 12, 2020 | Commentary for the Week, NumberNomics Notes
June 12, 2020 Stock market participants got nervous this past week. Some have suggested the selloff was triggered by Fed Chair Powell’s pessimistic view of the economy. Others pointed to a pickup in the number of new cases of the corona virus and fear of a “second...
by sslifer | Jun 5, 2020 | Commentary for the Week, NumberNomics Notes
June 5, 2020 Payroll employment rose 2,509 thousand in May which exceeded everyone’s expectation. But this outcome seems to reflect a very slight difference in the timing of when workers returned to work and, for this reason, does not change the overall outlook for...
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