Economy
-
No October Employment Situation and CPI Releases (Ever?)
From Bloomberg: The October jobs and consumer price index reports are unlikely to be released due to the government shutdown,…
Read More » -
EJ Antoni on “Improving” Economic Statistics
From EJ Antoni, announcing on X, joining Truflation: BIG NEWS: I’ve argued for years that…
Read More » -
Guessing NFP Growth | Econbrowser
Even with the government shutdown’s imminent end, it may be a while before we get official readings on employment, maybe…
Read More » -
Torsten Slok’s (Slightly Late) Halloween Entry
Source: Torsten Slok/Apollo. Combine with Yardeni’s picture of Mag-7 forward PE ratios: Source: Yardeni, accessed 11/11/2025. We’d…
Read More » -
Nowcasting the Core Price Level
CPI and PCE, as of 11/11, from Cleveland Fed: Figure 1: Core CPI (blue), core PCE deflator…
Read More » -
Negative Equity, and Other Things to Worry About
I’m teaching a course entitled “The Financial System”, and as part of revising the course, I’m looking…
Read More » -
Economic and Trade Policy Uncertainty Spikes: Speculation
Shutdown?Tariff legality? Travel disruptions? SNAP disruption? Collapsing sentiment? Political uncertainty? Or, questions of who’s running the show? Source link
Read More » -
How Sensitive Is Economic Sentiment Respond to News?
In 2025, it depends. Particularly if you are a Republican/Lean Republic — then it’s almost zero… Here’s the relationship of…
Read More » -
Expectations, Current Situation, Sentiment Decline to Near Record Low Levels
Yesterday, University of Michigan Survey consumer sentiment surprised on the downside, (50.3 vs. 53.0 Bloomberg consensus) along…
Read More » -
DonaldTrump Rex (would be) | Econbrowser
Not the marrying his mother and killing his father part, but (metaphorically) gouging his own eyes out. From Aaron Sojourner:…
Read More »