Calafia Beach Pundit
Friday, June 13, 2025

Household Net Worth update

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Here's a quick update of charts I've been posting and writing about for a long time using recently released data for Q1/25. For more...
9 comments:
Wednesday, June 11, 2025

Memo to Fed: lower interest rates are overdue

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The inflation news continues to get better. Indeed, inflation has beaten official expectations for the past two years—yet the Fed remains ca...
10 comments:
Friday, June 6, 2025

Jobs growth is moderate but likely to slow

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A quick post focusing on today's May '25 jobs report. Anyone who has followed the monthly jobs numbers for a few years knows that th...
8 comments:
Monday, June 2, 2025

Inflation pressures were tamed a few years ago

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A quick note on the latest inflation data through April '25. Chart #1 Chart #1 shows the total and the core (ex-food and energy) measur...
5 comments:
Tuesday, May 27, 2025

Survey of key market fundamentals

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So far, the year 2025 has been pretty wild, not least because of Hurricane Trump. I'm not the only pundit that has been struggling to ma...
14 comments:
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