Personal income rose 0.3% in September (+0.4% including revisions to prior months), versus a consensus expected +0.4%. Personal consumption rose […]
View from the Observation Deck Covered call strategies tend to be most beneficial when the stock market posts negative returns, […]
New orders for durable goods surged 4.7% in September (+4.4% including revisions to prior months), easily beating the consensus expected […]
Real GDP increased at a 4.9% annual rate in Q3, beating the consensus expected 4.5%. The largest positive contributions to […]
New single-family home sales increased 12.3% in September to a 0.759 million annual rate, easily beating the consensus expected 0.680 […]
View from the Observation Deck Investors directing capital into mutual funds and exchange traded funds (ETFs) continued to favor passive […]
We still think a recession is coming, but it definitely didn’t start in the third quarter. Instead, as we set […]
Existing home sales declined 2.0% in September to a 3.960 million annual rate, beating the consensus expected 3.890 million. Sales […]
View from the Observation Deck Investors tend to utilize money market funds during times of uncertainty such as the financial […]
Housing starts increased 7.0% in September to a 1.358 million annual rate, below the consensus expected 1.383 million. Starts are […]
View from the Observation Deck For today’s post, we looked back to 1990 and selected calendar years where inflation, as […]