by sslifer | Apr 20, 2018 | Commentary for the Week, NumberNomics Notes
April 20, 2018 The IMF recently updated its global economic forecast which included a review of the U.S. situation. In the past six months it has boosted its estimate of U.S. GDP growth for 2018 and 2019 by 0.6% and 0.8%, respectively, to 2.9% and 2.7%. The upward...
by sslifer | Apr 13, 2018 | Commentary for the Week, NumberNomics Notes
April 13, 2018 The Congressional Budget Office (CBO) this week completed its annual 10-year projection of budget deficits and federal debt outstanding for 2018-2028. This exercise is typically completed in January but was released later than normal this year...
by sslifer | Apr 6, 2018 | Commentary for the Week, NumberNomics Notes
April 6, 2018 Sometimes when watching the stock market’s shenanigans, it is easy to lose track of the big picture. We get it. When the market moves up or down 500 points on successive days, it is easy to conclude that the stock market is emitting a warning signal...
by sslifer | Mar 30, 2018 | Commentary for the Week, NumberNomics Notes
March 30, 2018 It has been a tough quarter. Early on there was fear that the economy was overheating and that inflation was on the rise. That triggered the long-awaited stock market correction. In early March President Trump imposed tariffs on all steel and...
by sslifer | Mar 23, 2018 | Commentary for the Week, NumberNomics Notes
March 23, 2017 Two pieces to read this week. One on the results of this week’s FOMC meeting. The other is on the trade measures implemented against China. Both topics are fresh on the minds of investors and economists alike. Stephen D. Slifer NumberNomics...
by sslifer | Mar 23, 2018 | Commentary for the Week, NumberNomics Notes
March 23, 2017 At the first FOMC gathering with Jerome Powell as Fed Chair, he and his colleagues on the FOMC incorporated tax cuts into its forecast for the first time. The Fed believes that the cuts will boost GDP growth in 2018 and 2019 but will have little impact...
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