The Fed on Productivity & Inflation
How significant is the economic backdrops between the Greenspan and the Bernanke eras? That’s a key question for Dan Gross...
Economists Are Starting to Get a Clue
Look who’s caught up to reality: The economists who participate in the WSJ’s Monthly Economic Forecasting Survey: "This...
Some Interesting Employment Charts
Another terrific set of charts from the fine econ wonks at the St Louis Fed: Source:The Seasonal Cycle and the Business CycleSt Louis...
What are the Odds of a Recession?
“We have an inverted yield curve, a negative savings rate, six-year-high industry operating rate, multiyear-high commodity prices,...
Careful What You Wish For: Perhaps the Fed Should Raise After all
Friday’s reversal calls into question the desirability of a Fed pause. Follow my thinking on this one: The same people who...
Conflicting Trends: Inflationary Wage Increases and Rising...
Short but sweet from Barron’s Alan Abelson this morning: "How bad was the employment report? Bad enough. Compared with the...
Where are the bodies? In line at Unemployment
During yesterday’s discussion with Doc Yardeni, he described an economy with employment so full that we couldn’t possibly...
Where are the Household survey Bulls?
Usually, when we have a lousy NFP number, the Household survey Bulls come out, touting the superiority of that metric. Their...
NFP: Final Piece in Fed Puzzle?
Everyone’s favorite datapoint is out today: Non-Farm payrolls gets released at 8:30. Of course, I am sticking with the...
Short versus Long Term: The Topping Process at Work
NOTE: This Trading alert was originally posted at Ritholtz Research & Analytics on Thu 8/3/2006 3:05 PM EDT; An email went out...