Your personal inflation rate
I have long railed against many of the absurdities associated with modern Inflation reporting. Let’s take a closer look at some of...
Are Economic Gains Just Hot Air?
Inflation has best showing in 3 years The Economy’s Quickening Pace So said the headlines. Even as hopes for a Fed rate cut faded,...
The Sordid Truth About Inflation
With PPI out today, and CPI out tomorrow, inflation will be on Trader’s minds. Now is as good a time as any to update our thinking...
Seven Big Numbers for 2007
Andrew J. Burkly of by Brown Brothers Harriman & Co does a nice "numerical" preview each year. Here are his Seven Big...
WSJ Goes All YouTube On Us
The WSJ goes all YouTube on us (via BrightCove‘s technology). It allows the embedding of their video onto other sites, and is...
St. Louis Fed’s Monetary Trends
Every month, the St. Louis Fed puts out their monthly book of charts. They cover lots of great stuff: Monetary and Financial Indicators...
The State of the Consumer, by the Numbers
Given our focus today on Retail sales this week, it is appropriate to reference another source of data on the consumer. This commentary...
Retail follow up
Prior to Thanksgiving, I made my holiday shopping forecast: "I am looking for a gain in holiday sales (year over year) that...
GDP, Philly Fed, Retail, Trannies
A quick review of some recent data points: • Major retailers have dissappointed, either in revs, profits or forecasts: Wal-mart, Best...
Producer Prices & Inflation
Tales of Inflation’s demise have been greatly exaggerated. PPI — the prices for finished goods, not raw materials —...