A month of mixed data as the Covid-2019 effect barely starts to infect the economy.
A Few of Our Favorite Things
A Few of Our Favorite Things
Tuesday, January 28, 2020
Mixed bag -- non-defense cap goods orders falter, housing transactions rally.
A Few of Our Favorite Things
Monday, December 23, 2019
Sentiment indicators all swing toward the good -- can CAPEX be far behind?
A Few of Our Favorite Things
Wednesday, November 27, 2019
Encouraging upticks in CAPEX, housing transactions, and real household income.
A Few of Our Favorite Things
Thursday, October 24, 2019
Not the CAPEX calamity that is advertised, but a slow month for housing sales and cap goods new orders.
A Few of Our Favorite Things
Friday, September 27, 2019
Still can't see that recession in the data. More patience required.
A Few of Our Favorite Things
Monday, August 26, 2019
If there's a recession right around the corner, you sure can't see it from these key indicators.