Monthly Archives: July 2016

Yesterday the Wall Street Journal told us this expansion is the weakest in over 60 years. Hmmm…. Maybe it really IS that bad! Why You Should Care:  Alternative opinions are meaningful.  They force us to test and question our own … Continue reading →

Earlier today, the BEA released the “official” advance reading for the 2016: Q2 GDP number.   It was a disappointing 1.20%.    Ouch. Why You Should Care:   We talk a bunch about the GDP.  For one reason:  It’s the MAJOR … Continue reading →

Today is a very special day! Not only do we update the SHI today, but today the FED and FOMC conclude their 5th of 8 meetings this year…and will issue a press release.   Very exciting indeed! And, as always, if … Continue reading →

Well, if you’re a member of CalPERS or CalSTRS, not so hot. Why You Should Care:  By total assets, CalPERS and CalSTRS are the two largest public pension funds in the US.  Last week, these two announced their investment returns … Continue reading →

It’s Wednesday, so it’s SHI time!  Let’s jump into today’s analysis. And, as always, if you need a quick refresher, take a look at the original blog: https://terryliebman.wordpress.com/2016/03/02/move-over-big-mac-index-here-comes-the-steak-house-index/ Why you should care: The US Department of Commerce ‘Bureau of Economic … Continue reading →

Let’s check in and see what the various Nowcast models are predicting for 2016: Q2 GDP. Follow these links to see the NY and Atlanta FED Nowcast reports: https://www.newyorkfed.org/research/policy/nowcast https://www.frbatlanta.org/cqer/research/gdpnow.aspx?panel=1 Why you should care:  The Nowcast and GDPNow are both a … Continue reading →

Great news!  I’m back from France…and back at the computer, blogging away!  Well, this is great news if you missed my witty, scintillating blog; if not, I guess this news is pretty, well, boring.   🙂 Interestingly enough, the French folks … Continue reading →

First, permit me to say a quick ‘Bonjour!’ as I’m presently in Paris.  And I’m editing this BLOG on my iPad…this is a challenge! You have to respect my commitment, right?   In Paris…on vacation…and STILL BLOGGING!?!  Yes, I’m certifiable. … Continue reading →