Episode 5. Consumers and Support of US Economy

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 Mai 202417min

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 Apr 202415min

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 Apr 202420min

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 Apr 202418min

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 Apr 202414min

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 Mar 202413min

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 Mar 202415min

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 Mar 202424min