The BLS stunned investors Friday morning, reporting that the labor market was hotter than expected....
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The Banking Crisis May Not Be Over
Interestingly, the Fed removed the following statement from Wednesday’d FOMC statement:...
The Taylor Swift Gold Rush
“Call it a gold rush” started a Washington Post article, The Economy (Taylor’s...
The Treasury Has Plenty Of Flexibility, Despite The Warnings
Bond bears have warned that the Treasury will overwhelm the market with debt, pushing yields much...
The ASA Staffing Index
We believe that the clearest sign of a coming recession is weakness in the labor markets. Thus far,...
As Goes Rent Goes Inflation
On a few occasions, we have shared data on the differences between real-time rent inflation versus...
Is Another Price Wage Spiral Like The 1970s Likely?
We recently published Part Two of a series comparing inflation in the 1970s to today. Part Two...
Profit Margins Are Normalizing
Since peaking in the first quarter of 2022, the net profit margin on the S&P 500 has generally...
Unemployment Claims May Not Be As Low As You Think
Last week’s initial unemployment claims were 187,000. Since 1967, there have only been 21...
Is Trueflation A Better Gauge Of Inflation?
We have frequently lamented the CPI index as its underlying prices tend to lag real-time data...