Source: FRED, May 8, 2023 There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his...
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I have been putting together my Q2 quarterly client call, and impatiently waiting for two last data points to show: State...
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My fishing pal Sam Rines has spent much of this year pushing a thesis of “Price over Volume”; I found it a compelling...
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Very useful dashboard via the St. Louis Fed, which maintains the fabulous FRED database. With a clean and simple interface, it puts all...
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The transcript from this week’s, MiB: Neil Dutta, Renaissance Macro Research, is below. You can stream and download our...
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This week, we speak with Neil Dutta, partner and head of economic research at Renaissance Macro Research, where he analyzes global...
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The Philly Fed’s November State Coincident Indicators snuck out while I was away (1/28/22). There are increasing...
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Source: Federal Reserve Bank of Philadelphia The Coincident State Indexes for October 2022 snuck out last week right before...
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5 years ago, a dear friend unexpectedly passed away. Once his crew recovered from our initial shock, we decided to establish the...
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First Half 2022, NBER Edition The debate between the official NBER determination of a recession and the 2Qs approach has been...
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