Calafia Beach Pundit
Friday, October 30, 2020

Timely indicators still quite positive

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While we wait for the results of next week's election, here are just a few charts of timely economic indicators (all based on very recen...
32 comments:
Tuesday, October 27, 2020

Entering the home stretch with hugely mixed signals

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As we enter the home stretch in what could prove to be a monumentally important election, I doubt that any honest observer has strong convic...
35 comments:
Wednesday, October 14, 2020

The economic tea leaves look favorable

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Here's my current reading of the economic tea leaves: 1) the September CPI inflation release confirms that ex-energy inflation continues...
39 comments:
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