Behind the Numbers Archive

  • Behind the Numbers - May 10, 2024

    This and That - This past week has been the quietest week for economic data that I can remember. But as has been said, it is sometimes quietest before the storm. Next week could prove to be...
  • Behind the Numbers - May 3, 2024

    The Doves Are Still Flying - The financial market hawks were quicky subdued with Federal Reserve Chair Jerome Powell’s post-meeting words this week. Following the two-day FOMC meeting, Powell...
  • Behind the Numbers - Apr 26, 2024

    Time to Pivot the Pivot? - The first look at first quarter 2024 economic growth came with a double whammy of surprise. Enough so that many analysts are suggesting the Federal Reserve may need to...
  • Behind the Numbers - Apr 19, 2024

    Can't Stop the Spending - Higher rates and rising inflation haven’t seemed to put a dent in shopping habits. Retail sales rose 0.7% in March after an upwardly revised 0.9% rise in February. Ex-auto and...
  • Behind the Numbers - Apr 12, 2024

    A Sticky Mess - Two bad months are a concern, but three months make a trend. And it’s not the trend the Federal Reserve wants. The consumer price index (CPI) rose...