by sslifer | Dec 20, 2013 | Commentary for the Week, NumberNomics Notes
December 20, 2013 Recent data indicate strongly that the manufacturing sector has returned to life. Orders are at a three year high. As orders climb factory owners need to boost production. And because inventories have been very low in relation to sales, production...
by sslifer | Aug 2, 2013 | Commentary for the Week, NumberNomics Notes
August 2, 2013 Between revised GDP data, the July employment statistics, and the July Purchasing Managers’ index, market participants have had a lot to digest. The data seem to portray an economy that continued to expand at a moderate, but disappointing, pace in the...
by sslifer | Dec 21, 2012 | Commentary for the Week
December 21, 2012 Federal Reserve officials want us to understand their thought process. To that end they recently changed their description of the events that will ultimately cause them to raise interest rates. Unfortunately, that is a process that is almost...
by sslifer | Sep 28, 2012 | Commentary for the Week
September 28, 2012 The economy is expanding at a subpar pace and not producing nearly as many jobs as we would like. But with the stock market at its high for the cycle, consumer sentiment at a lofty level, the housing sector on the rebound, and corporations flush...
by sslifer | May 4, 2012 | Commentary for the Week
May 4, 2012 Weather distortions are distorting many economic statistics – the employment data in particular. During the winter months when not much happens, extremely mild winter weather caused more hiring than usual and the published data were biased on the...
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