by sslifer | Sep 3, 2021 | Commentary for the Week, NumberNomics Notes
September 3, 2021 Payroll employment rose 243 thousand in August which was considerably smaller than the 750 thousand increase that had been expected. The boo-birds jumped on that small gain to suggest that the rising number of COVID cases has stopped the economy...
by sslifer | Aug 6, 2021 | Commentary for the Week, NumberNomics Notes
August 6, 2021 Every quarter we are surprised by a steady robust pace of GDP growth and the resilience of the stock market. How can that happen? Clearly, a series of stimulus checks combined with ultra-easy Fed policy deserve much of the credit. But let’s not...
by sslifer | Jun 4, 2021 | Commentary for the Week, NumberNomics Notes
June 4, 2021 As each month passes it is clear that the demand side of the economy is showing no sign of slowing down. On the production side, employers are able to hire a respectable number of new workers but they need far more bodies than they are able to find. In...
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 | May 14, 2021 | Commentary for the Week, NumberNomics Notes
May 14, 2021 In April inflation returned in spades and the markets did not like it. The stock market plunged. Consumer sentiment fell 5.5 points in May as consumers were shaken by the monthly jump in inflation. Some of the upswing reflects rebounding airfares,...
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