Calafia Beach Pundit
Thursday, October 8, 2026

Thinking about higher interest rates and the demand for money

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The Fed has raised rates and the market expects there will be at least 2 or 3 more rate hikes over the course of the next year. This has res...
3 comments:
Friday, October 2, 2026

Private sector jobs are still growing

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The headline jobs numbers were disappointing on the surface (+29K actual vs +90K expected). But one month's worth of data is not enough ...
2 comments:
Friday, September 4, 2026

Jobs growth update: modest improvement in August.

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Private sector job growth (the only jobs that really count) exceeded expectations in August (+127K vs +50K), but the overall picture remains...
16 comments:
Thursday, August 27, 2026

A Goldilocks economy?

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When I review recent news and ponder the meaning of the charts below, these are the thoughts that come to mind: The M2 money supply is well-...
11 comments:
Saturday, August 22, 2026

Key facts about federal debt you might have missed.

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Our national debt is once again in the news, since it has supposedly reached a staggering $40 trillion. I say "supposedly" only b...
15 comments:
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