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Could a Margin Spike Translate into Sustained Inflation? Watch Wages
24th Jan 2021 18:20U.S.
Small business owners--at least, those who are members of the NFIB and respond to its monthly survey--were delighted by the election of President Trump in November 2016.
7th Dec 2020 18:20U.S.
In one line: Solid, but likely to drop in November and December.
10th Nov 2020 11:00U.S.
Pfizer's announcement yesterday provided the answer to the--rhetorical--question we've been asking for months: Do you want to be short equities the day we learn...
9th Nov 2020 16:40U.S.
In one line: The small business sector is still depressed, despite the headline uptick.
8th Sep 2020 09:31U.S.
In one line: Not as good as the headline.
14th Jul 2020 11:01U.S.
We have no argument with the FOMC's view that the Covid crisis is a disinflationary event, but the run of three straight outright month-to-month declines in the core CPI...
13th Jul 2020 19:20U.S.
The stock of bank lending to businesses is on course to fall in June, after a modest increase in May and huge jumps in March and April.
7th Jul 2020 19:20U.S.
In one line: Better, but still bad.
9th Jun 2020 08:10U.S.
Resistance is futile.
8th Jun 2020 19:20U.S.
The record 0.4% drop in the core CPI in April would have looked even worse had it not been for favorable rounding; it was just 0.002% away from printing at -0.5%.
12th May 2020 19:20U.S.
In one line: Details are wose than the consensus-beating headline.
12th May 2020 06:35U.S.
The 0.1% dip in the core CPI in March was the first outright decline in three years, but we expect another-- and bigger--decline in today's April numbers.
11th May 2020 19:20U.S.
Hideous though the official April payroll numbers were, the chances are that they'll be revised down.
10th May 2020 19:20U.S.
In one line: News from another planet.
10th Mar 2020 08:34U.S.
The collapse in oil prices was the immediate trigger for the 7.6% plunge in the S&P 500 yesterday, but the underlying reason is the Covid-19 epidemic.
9th Mar 2020 19:20U.S.
The underlying trend in the core CPI is rising by just under 0.2% per month, so that has to be the starting point for our January forecast.
12th Feb 2020 18:10U.S.
In one line: Rising stock prices lift small business sentiment; labor market still tight.
11th Feb 2020 07:39U.S.
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