M2 still points to lower inflation
The Fed recently released the March money supply numbers, and the story hasn't changed. M2…
2 weeks ago
noreply@blogger.com Scott Grannis
GDP update: moderate growth and disinflation continue
Markets have over-reacted to today's first quarter GDP stats. Quarterly numbers are by nature volatile;…
2 weeks ago
Belated March CPI analysis
I've only recently returned from several weeks in Argentina. I didn't have access to my…
3 weeks ago
MAGA down south
Before you read this post, please first read this post from 18 months ago. We…
1 month ago
Moderate growth and disinflation still alive and well
A quick update to focus on some market-moving stats released today.Chart #1Chart #1 shows the…
1 month ago
M2 update—still looking good
Today the Fed released the February money supply data, and there were no unwelcome surprises.…
2 months ago
U.S. energy efficiency has soared
Since 1970, U.S. consumption of crude oil and petroleum products has increased by only 38%,…
2 months ago
Financial Conditions look excellent
Here’s a very short post to highlight the excellent shape of today’s financial conditions. At…
2 months ago
COVID lessons learned
Our COVID national nightmare began just four years ago, so now is a fitting moment…
2 months ago
Inflation is NOT running hot
Don't jump to conclusions based on one month's number.The Final Demand version of the Producer…
2 months ago