 | |||
|
|||
| "Consumers keep humming; inflation flat but rates up" | by Mark Pender, Senior Editor | 12/21/18 | |
| |||
| Rates may be going up and the stock market down, but the consumer keeps going. | |||
| |||
| "A week of firm evidence and soft evidence" | by Mark Pender, Senior Editor | 12/14/18 | |
| |||
| Economic data mixed going to year-end FOMC. | |||
| |||
| "Economy healthy and stable; stock market in disorder" | by Mark Pender, Senior Editor | 12/7/18 | |
| |||
| However troubled the markets, the economy is stable and Fed policy less of a threat. | |||
| |||
| "Fed policy: the impenetrable darkness" | by Mark Pender, Senior Editor | 11/30/18 | |
| |||
| Fed policy may be cooling more than the economy. | |||
| |||
| "Inflation looks to ease, consumer spending not so hot" | by Mark Pender, Senior Editor | 11/16/18 | |
| |||
| Inflation and retail sales show strength, but mostly on the surface. | |||
| |||
| "FOMC update: labor strong, business investment soft" | by Mark Pender, Senior Editor | 11/9/18 | |
| |||
| Economic strength, with one exception, is the FOMC's view. | |||
| |||
| "Jobs build speed but wage pressure not entirely there" | by Mark Pender, Senior Editor | 11/2/18 | |
| |||
| When a yearly rate doesn't size up to the monthly rate. | |||
| |||
| "GDP boosted by consumer, not housing or trade" | by Mark Pender, Senior Editor | 10/26/18 | |
| |||
| Not all the factors are in place for a strong fourth quarter. | |||
| |||
| "'Restrictive' monetary policy injected into dialogue" | by Mark Pender, Senior Editor | 10/19/18 | |
| |||
| A new word that represents independence. | |||
| |||
| "Monetary policy and fiscal policy collide; inflation subdued" | by Mark Pender, Senior Editor | 10/12/18 | |
| |||
| Monetary and fiscal policy working in opposite directions. | |||
| |||
| "Fed hikes to continue; labor in short supply; bonds tumble" | by Mark Pender, Senior Editor | 10/5/18 | |
| |||
| Rates are going up because available labor is going down. | |||
| |||
| "Rising rates, third-quarter slowing, and risk of recession" | by Mark Pender, Senior Editor | 9/28/18 | |
| |||
| However strong the economy may be, the Fed is raising rates. | |||
| |||
| "Global confidence steady, impeachment effects awaited" | by Mark Pender, Editor-in-Chief | 9/27/19 | |
| |||
| Declines in manufacturing and trade have yet to rattle sentiment. | |||
| |||
| "Global confidence steady, impeachment effects awaited" | by Mark Pender, Editor-in-Chief | 9/27/19 | |
| |||
| Declines in manufacturing and trade have yet to rattle sentiment. | |||
| |||
| "Services, housing weak; manufacturing solid; prices mixed" | by Mark Pender, Senior Editor | 9/21/18 | |
| |||
| A mixed weak led by services; markets fearless ahead of Fed. | |||
| |||
| "Modest-to-moderate in name only; Fed set to raise rates" | by Mark Pender, Senior Editor | 9/14/18 | |
| |||
| The Fed's economic assessment is tepid but not for the labor market. | |||
| |||
| "Wage inflation and the shrinking margin for policy error" | by Mark Pender, Senior Editor | 9/7/18 | |
| |||
| August's average hourly earnings tighten the rate-hike screw one notch. | |||
| |||
| "Positive mix: slowing growth, steady price pressures" | by Mark Pender, Senior Editor | 8/31/18 | |
| |||
| Growth may be slowing in welcome news for the Fed. | |||
| |||
| "Third quarter unfolds: housing down, manufacturing mixed" | by Mark Pender, Senior Editor | 8/24/18 | |
| |||
| Housing is 2018's disappointment but not business investment or employment. | |||
| |||
| "Retail mostly solid; cracks open in housing, manufacturing" | by Mark Pender, Senior Editor | 8/17/18 | |
| |||
| Behind the economic positives lurk new weaknesses. | |||
| |||
| "Economy may be 'strong' but latest data not spectacular" | by Mark Pender, Senior Editor | 8/3/18 | |
| |||
| The week's data may not justify the Fed's economic upgrade. | |||
| |||
| "Economic overheating and the risk to the Federal Reserve" | by Mark Pender, Senior Editor | 7/27/18 | |
| |||
| Strong GDP report poses rate-hike challenge to the Fed. | |||
| |||
| "Facing the fiscal-monetary crossroad; tariff effects build" | by Mark Pender, Senior Editor | 7/20/18 | |
| |||
| The opposite pulls of fiscal policy and monetary policy in focus. | |||
| |||
| "Inflation on target, labor demand outstanding" | by Mark Pender, Senior Editor | 7/13/18 | |
| |||
| Inflation and employment both on target. | |||
| |||
| "A quality jobs report amid the drums of war" | by Mark Pender, Senior Editor | 7/6/18 | |
| |||
| Employment ideal as war drums build. | |||
| |||
| "Inflation now at target, consumer unexpectedly softens" | by Mark Pender, Senior Editor | 6/29/18 | |
| |||
| Rising inflation will deepen the Fed's commitment to up rates. | |||
| |||
| "Manufacturing indications weaken; prices higher on tariffs" | by Mark Pender, Senior Editor | 6/22/18 | |
| |||
| Advance reports show factory slowdown, tariff price pressure. | |||
| |||
| "Inflation pivoting higher; oil and tariffs" | by Mark Pender, Senior Editor | 6/15/18 | |
| |||
| A tumultuous week when inflation is the hidden headline. | |||
| |||
| "When full employment is full employment" | by Mark Pender, Senior Editor | 6/8/18 | |
| |||
| Overheating risk in the labor market and the Fed's chance to cool. | |||
| |||
| "Full employment with no inflation?" | by Mark Pender, Senior Editor | 6/1/18 | |
| |||
| Job growth without inflation; the mystery deepens. | |||
| |||
| "Tariffs give manufacturing fast Q2 start, housing stumbles" | by Mark Pender, Senior Editor | 5/25/18 | |
| |||
| Making their appearance, tariffs give data a boost. | |||
| |||
| "Consumer subdued but not manufacturing" | by Mark Pender, Senior Editor | 5/18/18 | |
| |||
| The consumer is flat unlike manufacturing which is climbing. | |||
| |||
| "The unemployment lines are shrinking" | by Mark Pender, Senior Editor | 5/11/18 | |
| |||
| As many openings as applicants but still no inflation. | |||
| |||
| "Learning how to love an overshoot" | by Mark Pender, Senior Editor | 5/4/18 | |
| |||
| The Fed is conceding a rise for inflation. So where is it? | |||
| |||
| "Hide and seek and the missing consumer" | by Mark Pender, Senior Editor | 4/27/18 | |
| |||
| Spending may be dormant but the consumer's not dead. | |||
| |||
| "A week of tariff talk and capacity stress" | by Mark Pender, Senior Editor | 4/20/18 | |
| |||
| A look at inflation and capacity and the first impacts of tariffs. | |||
| |||
| "Looking for tariff effects in the latest inflation data" | by Mark Pender, Senior Editor | 4/13/18 | |
| |||
| Metal tariffs are making their first mark in the inflation data. | |||
| |||
| "Job growth slows but still plenty of pressure and pace" | by Mark Pender, Senior Editor | 4/6/18 | |
| |||
| Jobs slow but simmering inflation is the week's subplot. | |||
| |||
| "Wage growth solid though Q1 looks soft" | by Mark Pender, Senior Editor | 3/29/18 | |
| |||
| Inflation may be soft but wages & salaries are on the rise. | |||
| |||
| "Factory sector accelerates, housing prices climb" | by Mark Pender, Senior Editor | 3/23/18 | |
| |||
| Factory sector coming on strong, home prices climb. | |||
| |||
| "Inflationary pressures hidden in the data" | by Mark Pender, Senior Editor | 3/16/18 | |
| |||
| Soft dollar and strong jobs spell inflation. | |||
| |||
| "Labor surge and the elusive wage-inflation flashpoint" | by Mark Pender, Senior Editor | 3/9/18 | |
| |||
| How long can inflation-free growth continue? | |||
| |||
| "Tariffs and tax cuts, imports and inflation" | by Mark Pender, Senior Editor | 3/2/18 | |
| |||
| Trade and taxes are the week's themes. | |||
| |||
| "Pressure evident but not all inflation data higher" | by Mark Pender, Senior Editor | 2/16/18 | |
| |||
| Inflation headlines are hot but not some of the details. | |||
| |||
| "Deficits and imports vs exports and inventories" | by Mark Pender, Senior Editor | 2/9/18 | |
| |||
| Imports mask export strength, low inventories a plus. | |||
| |||
| "Thoughts of inflation but are wages really improving?" | by Mark Pender, Senior Editor | 2/2/18 | |
| |||
| Not all indications are pointing to wage inflation | |||
| |||
| "Understated strength of a rising economy" | by Mark Pender, Senior Editor | 1/26/18 | |
| |||
| GDP and never judge a book by its cover | |||
| |||
| "A bumpy week in a strong economy" | by Mark Pender, Senior Editor | 1/19/18 | |
| |||
| Weakness in manufacturing makes for a mixed week of economic news | |||
| |||
| "Economic strength that now includes core inflation" | by Mark Pender, Senior Editor | 1/12/18 | |
| |||
| There are signs of strength, from retail sales to core inflation | |||
| |||
| "Labor capacity and an economy that doesn't stop" | by Mark Pender, Senior Editor | 1/5/2018 | |
| |||
| A week of soft headlines but underlying strength | |||
| |||
| |||
| Archive 2017 >> | ||
| |||
|
Weekly recap of U.S. market activity and events. This weekly article reviews the U.S. equity and bond markets, followed by a table displaying changing levels in key market indexes, and commentary on the economic indicators released during the week. Simply Economics includes a Bottom Line, a synopsis describing what the activity during the week may mean for the markets going forward.
Covers important events in the equity, bond, and currency markets by geographic area through the use of charts, tables and text. Investors are provided with a view of the changing levels of Global Stock Market Indexes from week to week and as a percentage change in the current year. An Economic Scoreboard surveys economic indicators released in regions around the globe. The Bottom Line provides investors with a synopsis describing what the activity during the week may mean for the markets in the future.
This article provides a short description of the equity and bond markets during the month and indicates what the major events (earnings announcements or economic indicators) caused bond and stock prices to fluctuate over the period.
|
|||
![[Econoday]](/images/econoday_logo_slim.gif){kind=logo}