by sslifer | Dec 15, 2023 | Commentary for the Week, NumberNomics Notes
December 15, 2023 Looking ahead to 2024 the economy should largely shrug off the remaining impact of high interest rates and not slip into recession. Inflation should continue to trend lower but its rate of descent will be less pronounced than in this past year. It...
by sslifer | Jul 14, 2023 | Commentary for the Week, NumberNomics Notes
July 14, 2023 Economists continue to expect a recession. Some in the second half of this year. Others, like ourselves, a mild one in the first half of next year. But the stock market is telling a different story. Somewhat remarkably the stock market is within 5%...
by sslifer | Apr 28, 2023 | Commentary for the Week, NumberNomics Notes
April 28, 2023 One of the biggest economic puzzles today is the surprising divergence between consumer confidence, which has plummeted, and consumer spending which has continued to climb at a moderate pace. That makes absolutely no sense. If we are as scared as we...
by sslifer | Feb 10, 2023 | Commentary for the Week, NumberNomics Notes
February 10, 2023 One of the many economic mysteries since the economy dipped into recession in March 2020 is, where did all the workers go? The labor force at the beginning of the recession was 164.5 million workers. This represents the number of people who were...
by sslifer | Apr 30, 2021 | Commentary for the Week, NumberNomics Notes
April 30, 2021 At 6.4%, GDP growth in the first quarter was about in line with expectations. But three things were not anticipated. First, the demand side of the economy was turbocharged. Essentially, the government primed the pump with two rounds of checks to...
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