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76% of residential construction projects were delayed last month

The put/call ratio surge signals a market bounce

Is China’s fresh stimulus a positive development for global stocks?

Household budgets have been squeezed by inflation

Mostly overcast, with a chance of 75 bps hikes

Americans are buying smaller homes

Household cash exceeds debt for the first time in 30 years

Construction supply bottlenecks are starting to ease

US factory capacity utilization hits the highest level since 2007

Business markups have been soaring which should keep margins elevated

Real wages took a hit last quarter

Inflation expectations remain anchored

The Treasury curve inverts at the long end for the first time since 2006

US consumer credit surged in February as households tap credit cards

It’s been a while since the Fed tightened this aggressively

Mortgage rates reach 5%; up over 100 basis points in a month

The price-to-rent ratio does not bode well for home price appreciation

The orders-to-inventories ratio signals a looming slowdown in US manufacturing

Real disposable income decouples from the upward trend

Another inflation shocker is putting pressure on the ECB to get moving

Job openings in logistics sectors are slowing

The market is punishing companies with significant offshoring activities

Several 0.5% rate hikes are now fully priced in

Food for Thought: In-person religious services

Student debt delinquencies could rise sharply when the moratorium is lifted

Food for Thought: NYC subway daily ridership

The gasoline shock is about speed of price gains, not price levels

Food for Thought: US labor force recovery

Investors’ share of US housing market reaches multi-year highs

Food for Thought: Public spending on childcare and early education

The Treasury curve is nearing inversion

Food for Thought: Largest smartphone markets

Which sectors are facing the greatest supply-chain stress?

Food for Thought: Americans’ views on tech companies

Consumers are shifting spending behavior in response to surging prices

Food for Thought: Exposure to Russian debt

The FOMC expects to be done hiking rates by the end of next year

Food for Thought: Daily news stories mentioning World War III

Beijing props up struggling equity markets

Food for Thought: US automobile transactions, by means of payment

Seven Fed rate hikes for 2022 are now fully priced in

Food for Thought: Ukrainian refugees

Households expect significant deterioration in their financial situation

Food for Thought: QR code usage

How much will the oil shock impact US GDP?

Food for Thought: Shopping mall visits relative to 2019

The CPI peak projections keep getting pushed out

Food for Thought: US trading partners

The stock market is signaling slowing economic activity ahead

Food for Thought: Most sanctioned countries

What happens to the S&P 500 around 10% market corrections?

Food for Thought: Average salary of US job postings

European natural gas surges to new highs on Russian supply concerns

Wars have a long history of being inflationary

Food for Thought: The time from microbe identification to widespread vaccination

Commodities registering the biggest weekly gain since the mid-1970s

Food for Thought: Rerouting flights

Crude oil’s 45% surge this year will be a drag on growth

Food for Thought: Who is happier working on-site rather than remotely

Surging gasoline prices will keep pressuring consumer sentiment

Food for Thought: Port congestions

Restrictions on Russia’s financial system sent energy prices surging

Food for Thought: Air traffic across Central and Eastern Europe

The geopolitical threat tends to be more damaging to stocks than the geopolitical act

Food for Thought: Previous US sanctions on Russia

Russia attacks Ukraine

Food for Thought: Age distribution of China’s Central Committee vs. the US Congress

US home prices rose the most since just after WW-II

Food for Thought: Universities with optional SAT and ACT submissions

Which portion of the Luhansk/Donetsk region did Putin recognize as “independent”?

Food for Thought: Effective tax rate ratio of the top 10% vs. the bottom 50%

S&P 500 and Nasdaq 100 valuations are at pre-COVID levels

Food for Thought: Super Bowl ad effectiveness

Manufacturers expect supply chain stress to ease in the months ahead

Food for Thought: Tractor Supply vs. Lowes monthly visits

US households continue to spend despite deteriorating sentiment

Food for Thought: Lagging childcare employment recovery

Small businesses have been scaling back their inventory build

Food for Thought: Valentine’s Day inflation index

Inflation expectations appear to have peaked

Food for Thought: Video-on-demand subscription services

Will retail sales take a hit as consumer sentiment sours?

Food for Thought: The cost of space flight

Markets expect the yield curve to invert within a year

Food for Thought: US federal government revenues

Are rising mortgage rates starting to take a toll on housing demand?

Food for Thought: Trade unions in OECD countries

Very few small firms are complaining about poor sales

Food for Thought: Dominican Republic tourism arrivals

Supply chains remain stressed

Food for Thought: Vessel demolitions

US rental vacancies lowest since the mid-1980s

Food for Thought: States with ICU occupancy rates above 80%

The ECB finally changes direction

Food for Thought: Best cities for international students

Does higher inflation mean a shorter economic cycle?

Food for Thought: Year-over-year US CPI changes, by category

Will the Fed’s balance sheet roll-off start this summer?

Food for Thought: Organ transplant waiting lists

The federal debt-to-GDP ratio has stabilized earlier than expected