by Administrator | Sep 6, 2018 | No Spin News
After hitting a soft patch in 2015, industrial production has been moving ahead on a broad base over the past year and a half. The level and trend of this series will tell us a great deal about the staying power of the current expansion. Subscribe now!
by Administrator | Sep 5, 2018 | No Spin News
With little to indicate that a cycle peak is near, this expansion, already the second longest of the post-war era, is poised to move into first place by next July. Subscribe now!
by Administrator | Sep 4, 2018 | No Spin News
This chart is really starting to reflect the tight supply conditions in the industry, I am referring to the effects of having to fully implement in the Electronic Logging Device [ELD] mandate. The industry had feared that full implementation of the ELDs would reduce...
by Administrator | Sep 1, 2018 | No Spin News
Changes in producer prices [PPI] generally lead to changes in the same direction in consumer prices [CPI]. As such, we think that we will see higher CPI readings over the rest of 2018 and into 2019. What we don’t know is how the Federal Reserve will react. Subscribe...
by Administrator | Aug 30, 2018 | No Spin News
Single family permits continued to run at a pace consistent with the expansion phase of the business cycle. What will be interesting is to see whether they can generate the same track and trend they did in the final four months of last year. Some observers are...
by Administrator | Aug 29, 2018 | No Spin News
The long end of the yield curve continues to trend sideways after pricing in the first two increases in the Federal Funds Rate. The peaks and valleys you see since trading day 50 are headline driven events. The two headlines the bond market is looking for are 1) the...
