Browse Stacks: Business: Economy
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the Costco effect
XLP vs equal weight
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Wages' share of the economy have been in structural decline since 1975:
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the biggest US companies have outperformed the index for good reason – they have generated much stronger profit growth
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US nominal GDP, relative to the pre-COVID trend.
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household balance sheets in the post-LEH era.
Stocks, Bonds, & Crypto Rally As Rate-Cut Odds Rise On Worst Mac...
This was the worst week for US Macro data since the first week of July
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Batshit valuations. This would be the equivalent of me selling my tiny company Prophet.net for almost a billion dollars.
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AI use cases
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US Records 2nd Biggest July Deficit In History As 25% Of Tax Revenue Go To Pay Interest
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Total credit card debt is at an all-time high while the personal savings rate is record low!
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Credit Card Debt Posts Biggest Drop Since Covid Crash As Rates Hit Record High
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US household savings are at an all-time low and US credit card outstanding debt is at an all-time high since 2010...
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M2 declining ever so slightly
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A picture-perfect head and shoulders pattern!
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Used car prices
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massive H&S forming
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So Obamacare has caused insurance premiums to go up hundreds of percent. Terrific!
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Things could turn ugly very fast at this rate
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Beware of what this market is telling you right now!
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French luxury stocks acting as a leading indicator for big tech?
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The headline factory orders rose just 0.4% MoM (half the 0.8% MoM expected) and worse still, the March data was re...
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Core factory orders (ex-transports) was even worse, dropping 0.2% MoM (+0.2% MoM exp) - the third straight monthly...
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This represents PURE PROFIT for gift card sellers
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Global EPS growth on course for -10-15% YoY in H2’23
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ISM < 45 = Recession
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46.3 means "manufacturing contraction on fu...
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US unemployment is now worse than Russian unemployment...
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Empire State manufacturing survey
Cost-push inflation? I don't think so. Not in manufacturing. Prices along with several other indicators tanking in...
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January Payrolls +517,000 | Notes From the Rabbit Hole
Hazel servicing the guests aboard the Good Ship Lollipop... boy is she ever servicing them!
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Philly Fed manufacturing survey for december
Philly Fed has decline to the pleasant 'Goldilocks' zone, conveniently during the Q4-Q1 market relief seasonal pha...
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2y10y curve closed at the most inverted level in 40 years last night
Contra Corner Why The Fed Is Gonna Break Some Serious Financial...
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Americans' Savings Rate Plunges Near Record Lows As Inflation Overwhelms Income Growth
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Contra Corner The Folly Of Central Banking In One Country, Parts...
Household Financial Asset Versus Nominal GDP, 1987-2021
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The latest recession probability models by Bloomberg economists Anna Wong and Eliza Winger forecast a higher recessio...
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It's just all so beautiful..........
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US Manufacturing Surveys Signal Weakest Growth In Over 2 Years, Prices Paid Plunges
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PMI survey point to continued deceleration that appears to be steeper/more severe than what we saw in 2019.
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NY Fed Manufacturing Unexpectedly Craters In 2nd Biggest Drop On Record
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Atlanta Fed Slashes Q3 GDP Growth As PMI Plunges
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Recession is here, no matter what the Biden blog tries to redefine it as........
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Retail Inventory-to-Sales Ratio For General Merchandise Stores, 2007-2022
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China GDP Growth Plunges In Q2
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For four of the last 5 months, the S&P 500 has fallen by an average 0.78% on CPI day...
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The US economy saw false hopes of recovery in Q1 of 2022, only to have that slapped in the face of optimists in Q2...
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'Misery' Index (adjusted using CPI and LFPR) to its worst since Jimmy Carter was president...
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And longer-term, the trend towards stagflation could not be clearer...
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Economy projection slashed severely (no surprise there)
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This morning's 8-sigma miss to the downside for Empire Fed manufacturing dragged the US Macro Surprise Index into...
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Holy crap......US Trade Balance, 1992-2022
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Disastrous Q1 productivity report, which posted at -7.5%, the biggest drop since 1947.
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Atlanta Fed GDPNow Forecasts Negligable Growth
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US Durable Goods Orders Growth Slowest In 13 Months
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You can’t make this up. During the past nearly quarter of a century, the BOJ’s balance sheet (purple line) has...
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AVvXsEg2BkOwb70XcfN5KbHoLhZvFr_z_EJux3L8eFP0H_fVN3dhTiekzguE_Zzy8P7...
Oil is just about the only thing that we still make here.
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US Trade Deficit On Goods And Services, 1990-2022
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GDP forecast
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Total Business Debt As % of GDP, 1971-2020
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Index of US Unit Labor Costs, 1971-2021
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Imports of Nondurable Goods, 1997-2021
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Real physical output of nondurables in the US clocked in 1% below the level first achieved 25 years ago in August 1997!
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China PMIs Show Economy On Verge Of Contraction Amid Continued Growth Slowdown
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Atlanta Fed Shocker: US Economy On Verge Of Contraction
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...
Surprise! | Notes From the Rabbit Hole
CESI negative divergence to SPX (technicals) finally closed...
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Real wages are SHRINKING
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Boom and Bust of taxi medallions
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