The Commentariat Discovers Seasonal Adjustment
On the heels of the BLS Jobs Report for December 3, it seems at long last, after 18 months of data distortion caused by the COVID crisis,...
Did Ending the CARES Act Spike Employment?
There's been some debate as to the effect ending Pandemic Unemployment benefits had on job seeking and employment. From what I've seen,...
Notes on the October Jobs Report
Quite a bit of handwringing over the paltry gain of 194,000 jobs announced for the prior month, but a bit of a deeper dive is warranted...
Inflation Takes a (Slight) Breather
Score one for Team Transitory on the inflation front. This morning's numbers show some slowing of the pace we were on for a few months,...
Age 65 and Over Cohort Sees More Workforce Shrinkage
Another month in, and divergence of the Employment to Population Ratios for the under 65 (blue) and over 65 (red) age cohorts widens...
"In Sympathy...."
One of the odder habits in the investing world is when an individual stock will rise on a strong earnings report, and other companies in...
Oil Prices Fall.
August 30, 2021 West Texas Intermediate has dropped to ~63.00/bbl from it's $75/bbl high just 5 weeks ago. Should get relief at the pump,...
Consumer Confidence Plunges. And?
The University of Michigan Consumer Sentiment Index dived 11 points in one month, which at first blush, gets your attention. But a little...
M2 Velocity Still At a Crawl
The velocity of M2 for the 2nd Quarter of 2021 was practically unchanged from Q1, and is still slower than a mule after a margarita. The...
Interesting Trends In EPOP
Since the COVID crisis began, traditional methods of measuring unemployment aren't terribly useful, since so many have left the...
