Browse Stacks: Business: Economy


2022-05-16_12-05-31.jpg (989×663)
2022-05-16_12-05-31.jpg (989×663)
This morning's 8-sigma miss to the downside for Empire Fed manufacturing dragged the US Macro Surprise Index into...
Tim Knight
fredgraph.png (700×868)
fredgraph.png (700×868)
Holy crap......US Trade Balance, 1992-2022
Tim Knight
3
2022-05-05_05-32-10.jpg (937×597)
2022-05-05_05-32-10.jpg (937×597)
Disastrous Q1 productivity report, which posted at -7.5%, the biggest drop since 1947.
Tim Knight
gdp-now.png (656×449)
gdp-now.png (656×449)
Atlanta Fed GDPNow Forecasts Negligable Growth
Tim Knight
1
2022-04-26_05-31-54.jpg (1176×685)
2022-04-26_05-31-54.jpg (1176×685)
US Durable Goods Orders Growth Slowest In 13 Months
Tim Knight
2022-04-11_09-19-25.jpg (1004×626)
2022-04-11_09-19-25.jpg (1004×626)
Tim Knight
3
fredgraph.png (700×718)
fredgraph.png (700×718)
You can’t make this up. During the past nearly quarter of a century, the BOJ’s balance sheet (purple line) has...
Tim Knight
3
CpaydWCWIAAUjMH (967×512)
CpaydWCWIAAUjMH (967×512)
Tim Knight
Real-Oil-Price-Deviation-From-Trend-030422.png (542×360)
Real-Oil-Price-Deviation-From-Trend-030422.png (542×360)
Tim Knight
AVvXsEg2BkOwb70XcfN5KbHoLhZvFr_z_EJux3L8eFP0H_fVN3dhTiekzguE_Zzy8P7HFzEzRQc4Y2TfYCUemnxM5JrfB7WQNzihsE8iyQref0wTC2FvbjfE8Xv0rfzZ
AVvXsEg2BkOwb70XcfN5KbHoLhZvFr_z_EJux3L8eFP0H_fVN3dhTiekzguE_Zzy8P7...
Oil is just about the only thing that we still make here.
Tim Knight
fredgraph.png (1168×720)
fredgraph.png (1168×720)
US Trade Deficit On Goods And Services, 1990-2022
Tim Knight
GDPNow.jpeg (1226×592)
GDPNow.jpeg (1226×592)
GDP forecast
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
Total Business Debt As % of GDP, 1971-2020
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
Index of US Unit Labor Costs, 1971-2021
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Imports of Nondurable Goods, 1997-2021
Tim Knight
1
fredgraph.png (1168×720)
fredgraph.png (1168×720)
Real physical output of nondurables in the US clocked in 1% below the level first achieved 25 years ago in August 1997!
Tim Knight
1
caixing PMI.jpg (1267×633)
caixing PMI.jpg (1267×633)
China PMIs Show Economy On Verge Of Contraction Amid Continued Growth Slowdown
Tim Knight
2022-01-28_08-59-07.jpg (1006×541)
2022-01-28_08-59-07.jpg (1006×541)
Atlanta Fed Shocker: US Economy On Verge Of Contraction
Tim Knight
Surprise! | Notes From the Rabbit Hole
Surprise! | Notes From the Rabbit Hole
CESI negative divergence to stonk analysts' P/E projections had a lot of work to do as of a week ago (1/20). Probably...
NFTRH
Surprise! | Notes From the Rabbit Hole
Surprise! | Notes From the Rabbit Hole
CESI negative divergence to SPX (technicals) finally closed...
NFTRH
fully bottlenecked.png (455×282)
fully bottlenecked.png (455×282)
Tim Knight
1
earnings2.jpg (994×659)
earnings2.jpg (994×659)
Real wages are SHRINKING
Tim Knight
1
market-capt-to-bull-market.png (670×383)
market-capt-to-bull-market.png (670×383)
Tim Knight
taxis1.png (736×429)
taxis1.png (736×429)
Boom and Bust of taxi medallions
Tim Knight
2
Real-Makret-Cap-To-GDP-Ratio-110921-1024x661.png (1024×661)
Real-Makret-Cap-To-GDP-Ratio-110921-1024x661.png (1024×661)
Tim Knight
1
Household-Ownership-of-Equities.png (889×521)
Household-Ownership-of-Equities.png (889×521)
Tim Knight
1
bofa investment clock nov 2021.jpg (656×554)
bofa investment clock nov 2021.jpg (656×554)
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Total Household Debt Versus Wage And Salary Income, 1971-2021
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
US Trade Balance In Goods, 2018-2021
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Personal Consumption Expenditures On Goods, 2009-2021
Tim Knight
china import export growth.jpg (1261×646)
china import export growth.jpg (1261×646)
China Trade Surplus Hits Record Just As US Trade Deficit Rises To All-Time High
Tim Knight
FDbYGNdXoAcbBGU (700×500)
FDbYGNdXoAcbBGU (700×500)
Food costs surging
Tim Knight
5
fredgraph.png (700×718)
fredgraph.png (700×718)
Y/Y Change In Retail Wages & Salaries
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Retail Inventories To Sales Ratio (Months)
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Net Private Domestic Investment As A Percent of GDP, 1960-2020
Tim Knight
unnamed - 2021-10-28T083208.975.jpg (512×254)
unnamed - 2021-10-28T083208.975.jpg (512×254)
GDP Misses As US Economy Grows Only 2% In Q3, Weakest Growth Since Covid Struck
Tim Knight
fredgraph.png (1000×470)
fredgraph.png (1000×470)
On the manufacturing side of the scale, the index number reported for September 2021 was exactly the same as that...
Tim Knight
atlanta fed gdp now.jpg (1267×684)
atlanta fed gdp now.jpg (1267×684)
In its latest GDPNow forecast published moments ago, the Atlanta Fed slashed its estimate for real GDP growth in t...
Tim Knight
Trade/Invest ‘top down’; a guide | Notes From the Rabbit Hole
Trade/Invest ‘top down’; a guide | Notes From the Rabbit Hole
Trade 'top-down'...
NFTRH
bfmE05F.jpg (1015×570)
bfmE05F.jpg (1015×570)
Tim Knight
1
GDP-Government-Interventions-062931_1.png (812×445)
GDP-Government-Interventions-062931_1.png (812×445)
Tim Knight
1
citi econonomic surprise index and s&p 500
citi econonomic surprise index and s&p 500
Markets can remain irrational longer than you can remain solvent if you fight the trends but still, this is gruesome...
NFTRH
1
1956.jpeg
1956.jpeg
UK Car Production Posts Worst July Since 1956 courtesy of ZeroEdge.
Claws
9
bfmFEAB_0.jpg (966×530)
bfmFEAB_0.jpg (966×530)
QE ain't f**king doing anything for the real economy...
Tim Knight
GDP core PCE aug 2021.jpg (1260×651)
GDP core PCE aug 2021.jpg (1260×651)
Q2 GDP Revised To 6.6%, Missing Expectations; Core Inflation Hits Highest Since 1983
Tim Knight
1
recordmargindebt.jpg
recordmargindebt.jpg
Record Margin Debt
Claws
1
container shipping socgen.jpg (1198×406)
container shipping socgen.jpg (1198×406)
Yet another flavor of inflation
Tim Knight
Economic-Prosperity-5-year-avg._0.png (771×434)
Economic-Prosperity-5-year-avg._0.png (771×434)
Tim Knight
Fed-Rate-GDP-Crisis-072621-1024x603.png (1024×603)
Fed-Rate-GDP-Crisis-072621-1024x603.png (1024×603)
As stated, outside of inflated asset prices, there is little evidence of real economic growth as witnessed by an a...
Tim Knight
fredgraph.png (800×620)
fredgraph.png (800×620)
Constant Dollar Value Of Domestic Production Of Finished Products, 1972-2021
Tim Knight
fredgraph.png (1168×720)
fredgraph.png (1168×720)
US Trade Balance on Goods, 1947-2021
Tim Knight
bfmF877_0.jpg (979×560)
bfmF877_0.jpg (979×560)
US Durable Goods Orders Unexpectedly Slow In June
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Real Hourly Wages Versus Unit Labor Costs, 1972-1995
Tim Knight
1
Bank-Loan-Deposit-Ratio-072221.png (941×568)
Bank-Loan-Deposit-Ratio-072221.png (941×568)
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Real GDP Growth Versus Fed Balance Sheet Growth, 1951-1962
Tim Knight
1
moneytracker.jpg (1280×947)
moneytracker.jpg (1280×947)
Tim Knight
WSJ1.png (500×498)
WSJ1.png (500×498)
Tim Knight
1
2021-07-23_6-46-58.jpg (1280×681)
2021-07-23_6-46-58.jpg (1280×681)
US Services PMI Plunges Unexpectedly To 5-Month Lows As Business Outlook Slumps
Tim Knight
1
Scurve-empires3-19 (1).png (500×400)
Scurve-empires3-19 (1).png (500×400)
Tim Knight
2
systems-collapse5-20 (1)_1.jpg (500×457)
systems-collapse5-20 (1)_1.jpg (500×457)
Tim Knight
1
fredgraph.png (700×718)
fredgraph.png (700×718)
Real Goods And Supplies As % Of Real GDP, 1972-2021
Tim Knight
3
fredgraph.png (700×718)
fredgraph.png (700×718)
Inflation-Adjusted Spending, Recreational Goods and Vehicles, 1999-2021
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Constant Dollar E-Commerce Sales, 2013-2021
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Constant Dollar Retail Sales, 2003-2021
Tim Knight
bfmA873.jpg (971×562)
bfmA873.jpg (971×562)
NBER Tells 14 Million Jobless Americans That The Recession Officially Ended In April 2020, The Shortest Ever
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Manufacturing Production Index, March 2005-June 20121 - - net gain in 17 years time: ZERO.
Tim Knight
fredgraph.png (900×570)
fredgraph.png (900×570)
Real GDP Growth Versus Inflation, 1921-1929
Tim Knight
fredgraph.png (1168×720)
fredgraph.png (1168×720)
US Trade Balance On Real Goods, 1970-2021
Tim Knight
wages-share5-21a.png (550×458)
wages-share5-21a.png (550×458)
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Household Debt Versus Wage and Salary Income, 1986-2021
Tim Knight
1
fredgraph.png (900×720)
fredgraph.png (900×720)
Corporate Equity Value At Market As % Of Nominal GDP, 1951-2020
Tim Knight
fredgraph.png (800×820)
fredgraph.png (800×820)
Tim Knight
fredgraph.png (700×718)
fredgraph.png (700×718)
Fed Balance Sheet Versus Nominal GDP, 2003-2021
Tim Knight
1
fredgraph.png (850×670)
fredgraph.png (850×670)
Tim Knight
1
fredgraph.png (900×670)
fredgraph.png (900×670)
Government Transfer Payments As % of GDP
Tim Knight
fredgraph.png (1168×670)
fredgraph.png (1168×670)
YoY Change In Government Transfer Payments In Billions, 2000-2021
Tim Knight
fredgraph.png (1168×600)
fredgraph.png (1168×600)
US Net Exports Of Goods and Services, 1947-2020
Tim Knight
2
fredgraph.png (1168×570)
fredgraph.png (1168×570)
Constant Dollar Net Worth Of Bottom 50% of US Households, 1992-2019
Tim Knight
fredgraph.png (1168×570)
fredgraph.png (1168×570)
Real Median Family Income, 1954-2018
Tim Knight
Screen Shot 2021-04-29 at 10.01.51 AM.png (2022×1092)
Screen Shot 2021-04-29 at 10.01.51 AM.png (2022×1092)
America well on the road to ruin
Tim Knight
Screen Shot 2021-05-19 at 1.03.08 PM.png (1926×1050)
Screen Shot 2021-05-19 at 1.03.08 PM.png (1926×1050)
Tim Knight
1
China M2 5.17.jpg (1148×677)
China M2 5.17.jpg (1148×677)
Perhaps even more ominously, China's broader M2 annual growth slumped to just 8.1% Y/Y, far below the consensus pr...
Tim Knight
1
fredgraph.png (750×718)
fredgraph.png (750×718)
Tim Knight
Continuum to… Continue? | Notes From the Rabbit Hole
Continuum to… Continue? | Notes From the Rabbit Hole
30yr yield is breaking a fl...
NFTRH
bfmB9E4_0.jpg (1105×580)
bfmB9E4_0.jpg (1105×580)
Tim Knight
fredgraph.png (800×820)
fredgraph.png (800×820)
Tim Knight
1
cpi & ppi
cpi & ppi
Screwing the consumer over decades is one thing, but let manufacturing costs (PPI) get out of hand and it's a whol...
NFTRH
An Inflationary Slingshot | Notes From the Rabbit Hole
An Inflationary Slingshot | Notes From the Rabbit Hole
Here is the engine of a coming Stagflation... producer prices (PPI).
NFTRH
M2-money-velocity3-21a (1).png (500×426)
M2-money-velocity3-21a (1).png (500×426)
Tim Knight
4
stimulus3-21 (1).png (500×493)
stimulus3-21 (1).png (500×493)
Tim Knight
fredgraph.png (1000×670)
fredgraph.png (1000×670)
Retail sales
Tim Knight
1
American-Rescue-Plan-Act-of-2021-1.9-Trillion-Covid-Relief-Bill-Expanded-Child-Tax-Credit-Unemployment-Insurance-state-and-local
American-Rescue-Plan-Act-of-2021-1.9-Trillion-Covid-Relief-Bill-Exp...
Tim Knight
2
EcP2nw-WkAA4fls.jpg (1200×849)
EcP2nw-WkAA4fls.jpg (1200×849)
Tim Knight
1
govt transfer payments.jpg (908×593)
govt transfer payments.jpg (908×593)
27% Of All Household Income In The US Now Comes From The Government
Tim Knight
2
4-4_3.png (1000×838)
4-4_3.png (1000×838)
Tim Knight
slopechart_ACB.jpg
slopechart_ACB.jpg
cup and handle ACB stack
wlaurance
1
discretionary stocks.png (1280×716)
discretionary stocks.png (1280×716)
Tim Knight
systems-collapse5-20_2.jpg (525×480)
systems-collapse5-20_2.jpg (525×480)
Tim Knight
1
6_5.png (564×445)
6_5.png (564×445)
So all that blather about this huge new trade deal with China? It didn't do DICK. What a joke.
Tim Knight
1
bfmDC6A.jpg (995×517)
bfmDC6A.jpg (995×517)
Tim Knight