by sslifer | Sep 14, 2018 | Commentary for the Week, NumberNomics Notes
September 14, 2018 We have heard about Hurricane Florence for weeks. The good news is that it did not come ashore as the Category 4 or possibly Category 5 storm that had been feared early in the month. Rather, it hit Wilmington as a Category 1 storm. The bad news...
by sslifer | Sep 7, 2018 | Commentary for the Week, NumberNomics Notes
September 7, 2018 The markets fear many things one of which is the shape of the yield curve. The yield curve is simply the difference between long-term interest rates and short rates. That sounds like something that only an economist could love. But it matters – to...
by sslifer | Aug 31, 2018 | Commentary for the Week, NumberNomics Notes
August 31, 2018 The economy is on a roll. GDP surged 4.2% in the second quarter. The stock market is at a record high level. The bull market has lasted longer than any other in history. Yet most economists do not expect the economy to sustain this pace for long. ...
by sslifer | Aug 24, 2018 | Commentary for the Week, NumberNomics Notes
August 24, 2018 George Will recently wrote a column entitled “Another Epic Economic Collapse is Coming.” He notes that the stock market rally is now the longest-lasting bull market ever, that all economic expansions inevitably come to an end, and that no one saw the...
by sslifer | Aug 17, 2018 | Commentary for the Week, NumberNomics Notes
August 17, 2018 Two articles for you this week. One on trade. It appears that Trump’s trade tactics are actually working. What will this means in the months and years ahead? The other is on household debt which climbed to a record high level. This spooked...
by sslifer | Aug 17, 2018 | Commentary for the Week, NumberNomics Notes
August 17, 2018 President Trump has been pre-occupied with the trade deficit. To reduce its size he initially imposed stiff tariffs on steel and aluminum. The Chinese and the Europeans retaliated. Then came 25% tariffs on another $35 billion of Chinese goods. The...
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