Tag Archives: US GDP

Beyond QE, U.S. Economy is Getting Traction

The Fed confirmed the end of Quantitative Easing (QE) and changed its rhetoric on the job market. The unemployment rate is (finally) gradually declining, as is the underutilization in the labor market, although it remains high by historical standards. The … Continue reading

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Last Week: Headwinds for the ACA, Headway for U.S. Consumers

In a surprise decision last week, the Supreme Court decided to rule on a critical challenge to the Affordable Care Act (ACA). As you may recall, the language of the ACA explicitly stated that federal subsidies would be available to … Continue reading

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Are Low Job Claims an Omen for Faster Job Growth?

Last week in the capital markets was a “risk-off” week. We saw more signs that manufacturing is driving moderate economic growth. There was also some good news for the “residential investment” component of gross domestic product (GDP). It’s shaping up … Continue reading

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Did Fears of the Fed Spark Bond Market Selloff?

Last week in the capital markets: Bonds sold off globally in the week before the Fed meeting. It was a quiet week for economic news, and the geopolitical front was relatively quiet (less fighting but more sanctions in Europe, moving … Continue reading

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Signs Point to Continued Slow Growth Ahead

Last week’s data provided a mixed picture of the economy. Businesses produced more, but demand growth was soft. That combination suggests slower future economic growth, not acceleration (but still growth, not recession). Some points to note: The NFIB Small Business Optimism … Continue reading

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