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Tag Archives: Economics
How America Spends vs. How American Spent
Over the past fifty years, American household spending has significantly changed due to technological advancements, globalization, and evolving socio-economic factors. Housing costs have dramatically increased, consuming 27% of household budgets today compared to 19% in 1984, fueled by the chronic … Continue reading
Follow The Capital Flows
According to IMF data reported by Bloomberg News, despite global calls to diversify away from the dollar, the U.S. has attracted a significant share of international investment post-Covid. The U.S. share of global investment flows rose from 18% pre-pandemic to … Continue reading
Global Risk Monitor: Week In Review – May 24
According to the Chicago Fed’s National Financial Conditions Index (NFCI), national financial conditions have eased significantly. Financial conditions are looser than when the Fed began its tightening cycle in March 2022, with the NFCI at levels last seen in November … Continue reading
Why So Few Bears Own Park Avenue Apartments
Summary Bears can’t win the long-game, the probabilities are stacked against them as stocks (DJIA) have generated positive returns for almost 70 percent of the last 100 years Bears also face a relatively new (since the 1990s) headwind, that is … Continue reading
Dollar Impact On U.S. Manufacturing Employment
We have been busy on a piece evaluating the U.S. economy under the first 29 months of the Trump administration. As I used to bark out selling programs as a young kid at Dodger Stadium, “You can’t tell the players … Continue reading
Posted in Dollar, Economics, Uncategorized
Tagged dollar, Economics, Fed, Manufacturing Employment
13 Comments
The Snowflake Economy & Market
Don’t talk to me about snowflakes. I have one daughter in college and one about to enter and we have had some very interesting and, let’s just say loud, discussions about free speech, triggers, snowflakes, and safe spaces. On one … Continue reading
Posted in Economics, Politics, Uncategorized
Tagged Economics, Politics, Real Fed Funds, Snowflake Economy, Terminal Fed Funds
14 Comments
International Trade Balance As A Percent Of State GDP
Our last post, Trade As Percent Of State GDP (2018), which illustrated the openness of each state to international trade normalized by the state’s GDP, provoked our curiosity about which states run the largest trade deficits with the rest of the world. … Continue reading
Heeee’s Back…Karl, Is That You?
In case you missed it, or don’t read the Drudge Report, here is the current banner headline: Should we? Ah, uh, well…we can’t help ourselves: YOU HEARD IT HERE FIRST! In February 2018, we looked at the data of the political … Continue reading
Posted in Economics, Politics, Uncategorized
Tagged 2020 Presidential Election, Economics, Karl Marx
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POTUS’ Morning Economic Briefing
After Trump’s comments on the Fed this morning. calling for more quantitative easing this clip from Being There, one of the greatest movies ever is now more real than fiction. The real Chauncey may soon have some solid intellectual back-up if POTUS can … Continue reading
Beware Of Retrofitting Fundamentals To Price Action
See our post, Newton’s Q1 Law Of Motion For The S&P, by clicking here The past few weeks were a classic exercise in how markets tend to “retrofit” price action to their expectations of economic fundamentals and illustrates the … Continue reading
Global Macro Monitor 