Inflation signals and economy fading/decelerating as expected That which was built of inflation will deconstruct with inflation's fade. That's the rough plan, anyway. It's important to remember that short-term phases…
It occurs to me that I write a lot of words. It also occurs to me that important ideas can get lost in all those words. This little update wants…
December payrolls increased by 223,000 You can click this graphic for the full BLS report... You can click this fellow doing his job to see the MSM's take on it...…
NFTRH 738 Happy New Year? Financially speaking, if we can plan well enough before 2023 unfolds and then keep the analytical ship on coarse through the adjustments that are sure…
Philly Fed manufacturing and non-manufacturing data are decelerating Philly Fed manufacturing survey for December Current Philadelphia area manufacturing activity has drilled down toward recession levels, while optimistic survey respondents see…
In another surprise (not), November Payrolls increased more than expected It's a process, rolling an economy over. November Payrolls exceeded expectations and given the season and the nature of Payrolls…
David Rosenberg on Deflation From an NFTRH subscriber: "Gary, You might want to watch David Rosenberg’s presentation. You guys have a lot in common wrt your market outlook and deflation…
Year over year CPI inflation rate eases in October An easing in concerns about the effects of the Fed's 2020 creation of massive sums of funny munny. Frankly, I was…
Today the market is supposedly negative due to election uncertainty. But whatever way it goes, the historical post-election data suggest out performance compared to the 2022 run up to the…
Post-pandemic supply chain disruptions are becoming a thing of the past Check out the state of one of the drivers that exacerbated the inflation created by the Federal Reserve. As…
"Post-bubble contraction" (PBC) as coined by Bob Hoye, may finally be at hand Bob Hoye has been talking about a coming post-bubble contraction (PBC) for many years, in my experience.…
Below is a short excerpt from NFTRH 726 on the post-bubble contraction, as coined by Bob Hoye. My critique of Bob's timing does not compare to my admiration of his…
Back to regular PDF format this week. NFTRH 723, out now. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth…