by sslifer | Mar 1, 2019 | Commentary for the Week, NumberNomics Notes
March 1, 2019 In four short months this expansion will go into the history books as the longest expansion on record and surpass the previous record holder which was the decade of the 1990’s. While that is a remarkable achievement, it is equally important to look...
by sslifer | Feb 22, 2019 | Commentary for the Week, NumberNomics Notes
February 22, 2019 The housing slump continues. Existing home sales have been falling steadily for a year. Why? Is the slide attributable to a drop-off in demand? Or does it reflect some sort of a supply constraint? We think it is primarily the latter. The...
by sslifer | Feb 15, 2019 | Commentary for the Week, NumberNomics Notes
February 15, 2019 Many economic statistics for December and January were delayed by the government shutdown. As those reports have become available, we discovered that the economy was considerably weaker at the end of last year than had been anticipated. But keep in...
by sslifer | Feb 8, 2019 | Commentary for the Week, NumberNomics Notes
February 8, 2019 The Congressional Budget Office (CBO) recently released its annual budget forecasts for the next decade. While marginally smaller than projections made in the spring of last year, it anticipates deficits that grow steadily and exceed $1.0 trillion...
by sslifer | Feb 1, 2019 | Commentary for the Week, NumberNomics Notes
February 1, 2019 The stock market’s decline in the fourth quarter suggested that the economy was on the cusp of slipping into recession. As we turn the corner into a new year it is evident that many of those fears were exaggerated. We now know that employers ignored...
by sslifer | Jan 25, 2019 | Commentary for the Week, NumberNomics Notes
January 25, 2019 The federal government has been largely shut down for more than a month. But the stock market does not seem to have noticed. Nor has the bond market. Or currencies. Or commodities. The participants in these markets have shrugged off the shutdown...
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