by sslifer | Aug 12, 2022 | Commentary for the Week, NumberNomics Notes
August 12, 2022 The markets survived the recession scare in the first two quarters of this year. However, they remain convinced that the peak in interest rates is not too far distant. Thus, they believe that growth will have slowed enough, and inflation will have...
by sslifer | Jun 25, 2021 | Commentary for the Week, NumberNomics Notes
June 25, 2021 New home sales peaked in January and have dropped sharply in each of the past four months. It is tempting to conclude that the rapid increase in home prices is beginning to take a toll on the red hot housing sector. That would be the wrong conclusion. ...
by sslifer | Jun 11, 2021 | Commentary for the Week, NumberNomics Notes
June 11, 2021 The CPI rose sharply in May for the second consecutive month. Large increases are often attributable to the volatile food and energy categories. Not this time. It is the run-up in the so-called core rate that is troublesome. Much of the increase was...
by sslifer | May 21, 2021 | Commentary for the Week, NumberNomics Notes
May 21, 2021 The extreme shortage of available housing is causing home prices to soar. The housing market is seriously overheated. People are knocking on homeowners’ doors asking if they would be interested in selling. Some current homeowners are listing their...
by sslifer | Oct 23, 2020 | Commentary for the Week, NumberNomics Notes
October 23, 2020 With every passing week the pace of economic activity remains robust. Signs of the long-awaited slowdown are elusive. While logic suggests that the economy should sputter as fiscal stimulus abates, the incoming data suggest otherwise. The labor...
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