by sslifer | Aug 17, 2018 | Commentary for the Week, NumberNomics Notes
August 17, 2018 The Federal Reserve Bank of New York released its quarterly report on consumer debt which rose $82 billion in the second quarter to $13.3 trillion. This was a record high level and some analysts suggest that if this continues it will eventually be a...
by sslifer | Aug 10, 2018 | Commentary for the Week, NumberNomics Notes
August 10, 2018 There seems to be an emerging consensus that the combination of tax cuts passed last year, and Trump’s deregulation initiative might boost investment spending and GDP growth for an extended period. That has been our position since the tax cuts were...
by sslifer | Aug 3, 2018 | Commentary for the Week, NumberNomics Notes
August 3, 2017 In the past couple of weeks, we have learned that the economy may be growing more quickly than we had anticipated. That raises the fear that inflation could begin to rise more rapidly which, in turn, could cause the Fed to accelerate its...
by sslifer | Jul 27, 2018 | Commentary for the Week, NumberNomics Notes
July 27, 2018 Economists generally believe that if Trump is pressuring the Fed not to raise rates in September that it will be more likely to do so to demonstrate the Fed’s independence from both the Executive and Legislative branches of government. That may make...
by sslifer | Jul 20, 2018 | Commentary for the Week, NumberNomics Notes
July 20, 2018 In the middle of last year oil prices were $45 per barrel. A year later at $74 they are higher than anyone anticipated. What is behind this 65% increase in oil prices? What should we expect going forward? Could they be the catalyst for the Fed to...
by sslifer | Jul 13, 2018 | Commentary for the Week, NumberNomics Notes
July 13, 2018 Two weeks from today we will get our first look at second quarter GDP growth. It appears to be somewhere around the 4.0% mark. We can see the headlines already. “Economy Gathers Momentum in the Second Quarter”, “Inflation Soon to Rise”, “Rapid Growth...
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