by sslifer | Jun 9, 2023 | Commentary for the Week, NumberNomics Notes
June 9, 2023 Much has been written recently regarding the recent disquieting decline in productivity. The productivity drop suggests that firms are hanging onto more workers than they need. If demand does not soon accelerate, firms will eventually determine that...
by sslifer | May 19, 2023 | Commentary for the Week, NumberNomics Notes
May 19, 2023 The Conference Board’s index of leading indicators (LEI) has been falling steadily since December 2021. The index anticipates turning points in the business cycle by around 10 months. Based on this steep slide the Conference Board forecasts a recession...
by sslifer | May 12, 2023 | Commentary for the Week, NumberNomics Notes
May 12, 2023 Once again our leaders in Washington are playing a dangerous game of chicken with debt limit legislation. Thus far the markets are largely ignoring the issue, and for good reason. Congress has acted on 78 separate occasions since 1960 to raise the debt...
by sslifer | Mar 10, 2023 | Commentary for the Week, NumberNomics Notes
March 10, 2023 This past week Silicon Valley Bank warned that it was having difficulty and needed to issue additional stock to counter losses on its holdings of securities. That announcement crushed bank stocks and dinged the overall market. This can happen when the...
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...
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