Durable Goods Dec 2022
New orders for durable goods rose 5.6% in December (+6.1% including revisions to prior months), easily beating the consensus expected […]
New orders for durable goods rose 5.6% in December (+6.1% including revisions to prior months), easily beating the consensus expected […]
Real GDP increased at a 2.9% annual rate in Q4, beating the consensus expected 2.6%. The largest positive contributions to […]
VIEW FROM THE OBSERVATION DECK Today’s table highlights the last five times the Federal Reserve (“Fed”) increased the federal funds […]
First, the good news: we estimate that real GDP grew at a solid 2.8% annual rate in the fourth quarter. […]
Existing home sales declined 1.5% in December to a 4.020 million annual rate, beating the consensus expected 3.950 million. Sales […]
VIEW FROM THE OBSERVATION DECK • Small-cap and mid-cap stocks outperformed their large-cap counterpart in 2022 and the trend continues […]
Industrial production fell 0.7% in December (-1.0% including revisions to prior months), well below the consensus expected decline of -0.1%. […]
Retail sales declined 1.1% in December (-1.8% including revisions to prior months), lagging the consensus expected decline of 0.9%. Retail […]
The Producer Price Index (PPI) declined 0.5% in December, coming in well below the consensus expected -0.1%. Producer prices are […]
This chart is intended to provide an update on bond prices, which are typically sensitive to changes in interest rates. […]
We wrote last week about the soft landing that markets now seem to expect. If the US does have a […]
