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October 20, 2023
Inflation-adjusted retail sales remain below their peak from March 2021.
As third quarter earnings reports flow in, the banking sector will be a focus. The FDIC aggregates banks' data to offer a profile of the industry.
According to the IMF, financial conditions in the U.S. remain easier than the long-term average.
Indeed.com publishes an index that shows the number of job postings relative to the pre-pandemic period.
Demand-driven inflation has fallen seven consecutive months, but supply-driven inflation has been more static over the same period.
Rumors of a spot bitcoin ETF this past week brought Grayscale's discount to NAV to its smallest level since November 2021.
A long-term look at U.S. farmland
Some interesting charts from our recent posts
In the latest installment of Talking Data, Jim discusses the bond market, rates, and why everyone is still bullish.
Today's topics include Fed policy expectations heading into Powell's speech, post shutdown economy, the odds of a recession, some hope for the 60/40 portfolio after a terrible year?, stock/bond correlation, the U.S. vs. Europe, mortgage rates hit 8%, modeling the cost of money, and watching word counts in the beige book