December 27, 2017

SHI 12/27/17: Sizzling!

Whether reading GDP ‘nowcasts,’ reviewing corporate profits, stock market gains, employment figures, or home sales, the US economy is sizzling. The St. Louis FED produces a […]
December 20, 2017

12/20/17: Tis the Season, Take 2

Oops.   I hit the wrong button and sent you a ‘blank’ blog post yesterday.   But you already know that.   Sorry.  🙂 I have an urgent need […]
December 13, 2017

SHI 12/13/17: Another Look at GDP

You may recall the below image from past blog posts: Historically, growth in PCE has been, by a wide margin, the largest contributor to US GDP.    […]
December 6, 2017

SHI 12/6/17: Flirting with Inverting

I’m just not that creative.  But the title is perfect.   The Treasury yield curve today is very flat — closer to inverting.    And we all know […]