by Administrator | Mar 30, 2020 | No Spin News, Special Reports
The Who, How, When, and Why of the Business Cycle by Robert F. Dieli, PhD This presentation contains charts and narrative that were published in the regular monthly reports we provide to our subscribers. The goal was to give them, and now you, some background on how...
by Administrator | Aug 2, 2019 | No Spin News, Special Reports
This report is another in our current series of Boom phase reports. During the Boom we get good news because we are looking at an economy that is still expanding. But, we also start to see evidence of the limits of the expansion, as well as the particular constraints...
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 | Jul 26, 2018 | No Spin News, Special Reports
A Special Report from Dr. Dieli When I published this chart in the July 2018 editions of the Prospects and Perspectives and the Overview and Outlook reports I said that I thought that what had taken place so far this year was a compression of the yield curve and not a...
by Beth Peterson | Apr 28, 2017 | No Spin News, Special Reports
This morning’s report is the poster child for every report in which the headline is both void of content and a spin doctor’s dream. As you will see in the next set of charts, the details on this report are actually quite good and very much consistent...