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Apr 24, 2024

The US Census Bureau reported today that March housing starts plummeted 14.7% month over month (MoM) to 1.321 million.  This reverses February MoM gain with March’s new starts the lowest since August 2023 and biggest decline since April 2020.  What does this mean for the housing market and will it impact the stock...


Apr 17, 2024

Therefore, to understand the financial health of the US we need to look no further than to monitor the financial health of households and consumers.  To simplify the US economic equation is simply:

People working  =  people spending  =  economic activity

In this issue we review today’s Retail Sales report and...


Apr 10, 2024

The media and analysts are back to the good news is bad news routine.  Meaning that when economic news is positive then the potential of the Federal Reserve lowering interest rates declines.  Read in this Weekly Brief our review of several key benchmarks on the economy and the prospects the Federal Reserve will lower...


Apr 3, 2024

One economic indicator we monitor is the US Purchasers Manufacturing Index (PMI).  This index is based on monthly questionnaire surveys of selected companies that offer an advance indication on month-to-month activity in the private sector economy.  This index tracks changes in variables such as production, new orders,...