Full size image Highlights November was an uncertain month for the consumer in terms of sentiment. But in terms of hard numbers, it was a
Very good, looks like continuing muddling through with moderate growth unemployment drifting lower in a few months when there are no more hours to add
[Skip to the end] Personal Income MoM (Released 8:30 EST) Personal Income YoY (Released 8:30 EST) Personal Income TABLE 1 (Released 8:30 EST) Personal Income
[Skip to the end] GDP QoQ Annualized (Released 8:30 EST) GDP YoY Annualized (Released 8:30 EST) GDP Price Index (Released 8:30 EST) GDP ALLX (Released
[Skip to the end] GDP QoQ Annualized (Released 8:30 EST) Personal Consumption (Released 8:30 EST) GDP Price Index (Released 8:30 EST) Core PCE QoQ (Released
[skip to the end] MBAVPRCH Index (Released 7:00 EST) MBAVREFI Index (Released 8:15 EST) ADP Employment Change (Released 8:30 EST) GDP QoQ Annualized (Released 8:30
Please excuse the mix of Bloomberg and Valance graphs. Comments welcome. Went blurry eyed trying to organize it all. Markets reacted strongly to Friday’s -17,000
From Karim: GDP slows from 4.9% to 0.6% Personal consumption slows from 2.8% to 2.5% DGO strength in Dec shows up in modest positive in
Mainstream economics would put it this way: Inflation risk to long term growth vs short term growth risks So on the inflation side: CPI year
He’s on the opposite spectrum from Yellen, but inflation has deteriorated to the point where risks are elevated. Once the fed has figured out it