Calafia Beach Pundit
Monday, July 6, 2026

Jobs growth picking up a bit

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The June payroll data released a few days ago bolsters the thesis that jobs growth is picking up. Jobs growth is still modest by historical ...
2 comments:
Tuesday, June 30, 2026

Interesting chart updates

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We're back from a long trip to Argentina. Since we were there two years ago, the only thing that has changed in a meaningful way is the ...
7 comments:
Wednesday, June 10, 2026

Inflation likely to subside, growth likely to improve

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Rising real interest rates and falling non-energy commodity prices are laying the foundation for lower overall inflation. Meanwhile, there a...
12 comments:
Friday, May 29, 2026

Key macro charts update: still looking good

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Consumer confidence is low, and surveys find that the majority of the US population thinks the economy is getting worse. According to Rasmus...
14 comments:
Wednesday, April 29, 2026

M2 update: still looking like inflation will remain low

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Here's an updated look at key charts and indicators that I have been following for the past several years. All continue to suggest that ...
18 comments:
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