Tuesday, March 10, 2026
Jobs and War: the Fed needs to ease
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The February jobs report was a lot weaker than expected (-92K vs an expected +130K). But viewed from a broader perspective, it's just mo...
1 comment:
Thursday, February 26, 2026
All things considered, the outlook is getting brighter
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Here's a selection of charts that I'm paying special attention to these days. If there's a theme emerging from these snapshots o...
6 comments:
Wednesday, January 28, 2026
Slow M2 growth fuels stronger economic growth with low inflation
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Yesterday's release of the December M2 money supply figures showed a continuation of the sub-6% growth trend that has been in place sinc...
23 comments:
Monday, December 29, 2025
A return to relative tranquility
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This is a short note to highlight the significant decline in market volatility over the course of the past year. Price volatility is often t...
13 comments:
Wednesday, December 24, 2025
Lots of things are looking up
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Valued readers, please excuse me. For the past few months I've suffered from writer's block complicated by a lack of government-prod...
17 comments:
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