MiB: Lakshman Achuthan, ECRI on Growth, Employment and...
This week, we speak with Lakshman Achuthan, co-founder of the Economic Cycle Research Institute. Achuthan met his mentor,...
Thinking About the Sahm Rule…
@TBPInvictus here: The most recent Employment Situation Summary a/k/a “jobs report” a/k/a NFP showed a healthy...
ATC: What’s the Real Inflation Rate?
On episode 129 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chairman...
Seattle Redux: Misunderstanding Seasonal Adjustments
@TBPInvictus here. About a decade ago, the city of Seattle undertook to raise its minimum wage, over time, to $15/hour. Massive credit...
10 Steps to How We Got Here
Nothing ever really occurs in a vacuum. All events have preceding factors, with many prior elements bubbling below the...
What Is the Consumer Doing…?
My long-standing skepticism about survey data has reached the point where I feel compelled to comment on the current state...
What Stagflation?
The Misery Index — the combination of Inflation and unemployment — failed as a bearish criticism of the...
US Equities: 9% Forever?
It’s taken me months to organize all of my research for my next book project; it’s a lot of stuff, some dating back to...
March 2024 State Coincident Indexes Ease
A quick note on the state of the economy in light of some recent data. Q1 2024 Gross Domestic Product expanded at a...
At The Money: Bill McBride on What Data Matters and What...
At the Money: What Data Matters and What Doesn’t (April 24, 2024) Bill McBride has spent the past 20 years...