70 Words

Baby Block

07/22/2016

The Friday File: The number of foreign adoptions by Americans fell by 12% in 2015 to 5,648, down from 6,438 in 2014 and a peak of 22,884 in 2004, from which the number has steadily declined. In 2015, the number…

Damn Debt

07/21/2016

For the year ending 6/16, the budget deficit totaled $523 billion, up 20.6% from a year earlier. As a percentage of GDP, it’s 2.9%, the highest level since 3/15. Revenues grew 2% in the last 12 months, spending grew 4.3%.…

Puny Percentages

07/20/2016

With global growth slowing and inflation benign, easy monetary policy is here for longer. Of the 25 largest central banks, only two have recently raised rates; the Fed and the Federal Reserve Bank of Mexico. Twelve are expected to ease,…

Deficient Demand

07/19/2016

The labor force participation rate has fallen substantially for workers with, at most, a high school degree. This fall in the supply of low-skilled workers should raise wages. Yet, their wages have fallen 25% compared to workers with a college…

Sluggish Sentiment

07/18/2016

The first post-Brexit US economic data point came out Friday, and it showed that consumer sentiment declined from 93.5 in June to 89.5 during the first 10 days of July; hardly surprising. Record numbers of households mentioned Brexit, including nearly…

Rotten Rates

07/15/2016

While stock markets have largely recovered from the recent Brexit vote, trouble lurks as witnessed by the continued plumbing of new depths by interest rates. 10-year US Treasuries recently hit a historic low of 1.36%, equivalent duration German bonds yield…

Rocking Revenue

07/15/2016

The Friday File: The highest grossing musical tour in 2015 was Taylor Swift, with revenues of $250 million, followed by AC/DC at $180, One Direction at $159, U2 at $152 and Foo Fighters at $127. The highest grossing concert tour…

Fine Foreclosures

07/13/2016

The percentage of homes with a mortgage in foreclosure in 5/16 was 1%, compared to 1.3% in 5/15 and a peak of 4.5% in 2010. The current rate is the lowest since 10/07 but is still double the historic average.…

Quarterly Conundrum

07/12/2016

For the last 25 years, for statistical reasons not entirely understood but having to do with residual seasonality, Q1 GDP has usually been very weak. As a result, the other three quarters have been somewhat elevated with Q2 usually being…

Jerky Jobs

07/11/2016

While the 287,000 net new jobs created in June was spectacular, the 11,000 net new jobs created in May was dismal. And, both give a false reading of the labor market. YTD, job creation is averaging 171,500/month compared to 220,333/month…

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