by sslifer | Dec 18, 2020 | Commentary for the Week, NumberNomics Notes
December 18, 2020 As the corona virus spreads more rapidly politicians both in Washington and at the state level are struggling to find the proper response. On the one side, Congress is on the verge of passing a $900 corona virus relief bill. While politicians...
by sslifer | Dec 11, 2020 | Commentary for the Week, NumberNomics Notes, The Year Ahead Outlook
December 11, 2020 The most surprising aspect of the economy in 2020 was the extraordinary rebound in growth following the quarantine-induced collapse in economic activity in the second quarter. Jobs growth consistently outpaced expectations which caused the...
by sslifer | Dec 4, 2020 | Commentary for the Week, NumberNomics Notes
December 4, 2020 Private sector employment rose 344 thousand in November which was a disappointment to us. We had expected an increase of 700 thousand. However, layoffs and the number of people receiving unemployment benefits are declining steadily which means that...
by sslifer | Oct 30, 2020 | Commentary for the Week, NumberNomics Notes
October 3o, 2020 As the corona virus begins to spread more rapidly, the stock market is fretting about the possible re-imposition of a nationwide quarantine like what France and Germany just did. That would be a disastrous policy choice. A second quarantine would...
by sslifer | Oct 9, 2020 | Commentary for the Week, NumberNomics Notes
October 9, 2020 More fiscal stimulus seems inevitable. Underlying this apparent need for more government spending is an assumption that the economy will soften dramatically in the months ahead. But is that really true? Economists have grossly underestimated both...
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