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Fed's Beige Book: "Economic activity rose slightly"

Calculated Risk

Fed's Beige Book Economic activity rose slightly in most Districts. Though growth in economic activity was generally small, expectations for growth rose moderately across most geographies and sectors. Three regions exhibited modest or moderate growth that offset flat or slightly declining activity in two others.

Economics 278
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“Nobody Knows Anything,” Wall Street Strategist Edition

The Big Picture

This is true about equity and bond markets, specific company stocks, and economic data series. Random events can and will completely derail the best laid plans we may make. A regular theme around these parts is “ Nobody Knows Anything. ” Specifically, nobody knows what will happen in the future.

Banking 345
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Friday links: troubling economic effects

Abnormal Returns

map.simonsarris.com) Economy The July NFP report showed a 187k jump in jobs and a 3.5% bonddad.blogspot.com) The American economy is normalizing. economy has reached a new, post-pandemic phase. abnormalreturns.com) Make a plan for your stuff, before someone else has to. unemployment rate. carsongroup.com) The U.S.

Economics 246
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Review: Ten Economic Questions for 2022

Calculated Risk

At the end of each year, I post Ten Economic Questions for the following year (2022). As an example, when the pandemic hit, I switched from being mostly positive on the economy to calling a recession in early March 2020. 1) Question #1 for 2022: How much will the economy grow in 2022? "My If so, how many times?

Economics 285
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4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics

Nerd's Eye View

The sentiment is especially poignant when it comes to economic forecasting, as it's nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may unfold, even along the shortest time frames, is the default.

Economics 246
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Monday links: selling you something

Abnormal Returns

(sherwood.news) China's stock market is on board with economic stimulus. apolloacademy.com) OpenAI SoftBank is planning to invest $500 million in OpenAI. awfulannouncing.com) Economy Is election uncertainty holding back the economy? ft.com) Immigration is making it harder to gauge the labor economy.

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Monday links: big lessons

Abnormal Returns

production plans. finance.yahoo.com) Global With a rate hike in the books, is Japan's economy finally normalizing? marketwatch.com) How India could help drive global economic growth. bloomberg.com) Economy The employment economy is humming along. bloomberg.com) Economy The employment economy is humming along.