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Economy
Confidence Down in November, (preliminary) Sentiment (Slightly) Up in December
U.Mich on December, Gallup on November: Figure 1: U.Michigan Economic Sentiment (blue), Conference Board Confidence Index (brown), Gallup…
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Economy
Instantaneous PCE Core Inflation at 2.6%
Compare to 2.8% y/y, 2.7% q/q AR. Figure 1: Instantaneous inflation (T=12,a=4) for core CPI (blue), core…
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Economy
Deceleration in Nowcasted Final Sales to Private Domestic Purchasers, GDP
From Atlanta Fed today: Source link
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Real Estate
Why the Middle Class Is Getting Crushed
Dave:Americans are divided and no, I am not talking about politics right now. I’m talking about economically, financially. Some Americans…
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Lifestyle
The Fragile Heart’s Guide To Surviving the Holidays
Is there a Finnish or Japanese word for existential holiday dread? There should be. I suppose the closest thing would…
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Economy
National Security Tariffs (Sec 232) on Toilet Paper?
Not literally, but on wood pulp used for TP? Implicitly, SecTreas Bessent is suggesting that if the…
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Real Estate
3 Markets Where You Can Find Good Deals in 2026
In This Article Remember when buying a house meant sprinting to a showing, writing an offer in the driveway, and…
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Lifestyle
What Foods Are Meaningful to You?
On this cold Wednesday morning, I’d love to ask: What foods are meaningful to you? Maybe because of your background,…
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Economy
Manufacturing Employment, Hours Going Down
Manufacturing (gross) production up (until September). Figure 1: BLS manufacturing employment, implied preliminary benchmark (blue), ADP manufacturing…
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Economy
Business Cycle Indicators: Industrial Production, Implied Employment, Alternatives
November ADP data allows us to guesstimate nonfarm payroll employment, while the Fed’s data for industrial and manufacturing production in…
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