SHI

October 31, 2024

SHI 10.30.24 – Happy 111th Birthday!

On December 23, 2024, the U.S. Federal Reserve will turn 111.    That’s right, 2 days before Christmas the FED will celebrate 111 years of American central […]
October 23, 2024

SHI 10.23.24 – Ebbs, Flows and Trends

We know all things ebb and flow.  Cycles are a fact of life.   Over time, things tend to fall into a consistent rhythm.    The more […]
October 16, 2024

SHI 10.16.24 – A Tale of Two Nations

  It’s hard to prove a counterfactual.   Consider this statement:   “Fred forgot to set his alarm, and consequently he was late.   If he had set […]
October 2, 2024

SHI 10.2.24 – Sweating the Labor Market

Consider this:   US employers added jobs for 44 consecutive months.      But hiring is not as robust as it once was.  It’s easy to see […]