#94 - Consumers Earning and Spending More
Yesterday the Bureau of Economic Analysis released its monthly report on consumer income and spending. The report indicated that personal income rose 0.05% and has increased each month now for 24 con...
1 Touko 202417min
#93 - Housing Navigating Through High Interest Rates
The US Census Bureau reported today that March housing starts plummeted 14.7% month over month (MoM) to 1.321 million. This reverses February MoM gain with March's new starts the lowest since August ...
24 Huhti 202415min
#92 - Rebound in Retail Sales
Therefore, to understand the financial health of the US we need to look no further than to monitor the financial health of households and consumers. To simplify the US economic equation is simply: P...
17 Huhti 202420min
#91 - More Good News.... Darn
The media and analysts are back to the good news is bad news routine. Meaning that when economic news is positive then the potential of the Federal Reserve lowering interest rates declines. Read in ...
10 Huhti 202418min
#90 - Movement of Money
One economic indicator we monitor is the US Purchasers Manufacturing Index (PMI). This index is based on monthly questionnaire surveys of selected companies that offer an advance indication on month-...
3 Huhti 202414min
#89 - Housing and the Stock Market
The start of new construction housing increased 10.7% to 1.521 million units month-over-month to an annualized rate in February after falling 12.3% in January. The February increase was well above th...
20 Maalis 202413min
#88 - When Will Small Businesses Join the Party?
Although many companies are experiencing record sales with the stocks hitting all-time highs, the small business sector seems to be missing the party all together. For several years we have been writi...
13 Maalis 202415min
#87 - Will It Be Another Deja Vu Wild Ride of Hyper Inflation and Interest Rates
A January 2024 Gallup Poll indicated that Americans mentioning the economy as a key issue has risen almost three-fold since 2019. In the category of Economic Problems, 76.7% was attributed to "Econom...
7 Maalis 202424min
