Published May 3, 2024
Below we have a grab bag of information from recent economic and earnings reports. Taken together, the information paints a picture of a normalizing economy as the pandemic dislocations continue to ebb. Many inputs are now back to pre-pandemic levels. (more…)
Published June 11, 2021
This week’s inflation report generated plenty of alarming headlines. As the chart below shows, inflation hit its highest point since, well, the end of the last economic crisis. Which points to one of the reasons why the alarming headlines are misleading. (more…)