by Administrator | Oct 31, 2018 | No Spin News, Special Reports
The steady pace of consumer spending growth explains why the blue bar on the right side of the chart held up. Why did the gray bar drop so sharply? Because inventories rose sharply. The large jump that you see here could have several causes. The first is that some of...
by Administrator | Oct 29, 2018 | No Spin News, Special Reports
The latest GDP report showed that the pace of growth has slowed between the second and the third quarters of the year. Was this good or bad news? The reason why this is being asked is because of the divergence of the bars on the right side of the chart. Why did this...
by Administrator | Oct 26, 2018 | No Spin News
The wage and hours news continues to be less than robust. We are holding this line above 3% (barely) because hours worked continue to rise. Hourly wages are going sideways. Subscribe now!
by Administrator | Oct 24, 2018 | No Spin News
This is normal. And, for the benefit of the “gamed numbers” crowd, we just saw the same thing happen in manufacturing. Revisions are part of the process. And, for those of you just glancing down at the right side of chart and wondering about the spike to high side in...
by Administrator | Oct 23, 2018 | No Spin News
The upward move that you see on the chart and in the table is mostly the result of the problems we had last year depressing the denominator in this ratio. This is a good time to mention that the interpretation of any large move in any ratio requires that you spend...
by Administrator | Oct 22, 2018 | No Spin News
The last two reports are providing strong confirmation of the anecdotal evidence we have seen about hiring in the trucking sector. Based on what we know about the supply and demand for trucks, we would expect this trend to continue for some time. Changes to operating...