Archives

Food for Thought: North Korean missile tests

Investors haven’t been this nervous about the stock market since mid-2020

Food for Thought: Objects launched into outer space

Funds’ tech allocations hit the lowest level since 2008

Food for Thought: Coffee shops outperforming the overall dining sector

US wages growing at the fastest pace in two decades

Food for Thought: Office occupancy rates in the US

Last year’s equity market froth has come off

Food for Thought: How industrial robots are used in the US

US excess savings have leveled off at nearly $2.7 trillion

Food for Thought: How US households are using their child tax credits

What factors are driving businesses to boost prices?

Food for Thought: Labor union density by state

Small businesses haven’t been this concerned about inflation since 1981

Food for Thought: Retiring early

Why are Americans quitting their jobs?

Food for Thought: Omicron-related disruptions

US consumers are tapping their credit cards again

Food for Thought: Electric vehicles per charging station

The money supply spike may fuel inflation over the next 2-3 years

Food for Thought: 2021 performance by asset class

FOMC focused on balance sheet runoff

Food for Thought: US mortgage rates by year

4.5 million Americans quit their jobs in November

Food for Thought: The 2021 news cycle

Three Fed rate hikes now fully priced in for 2022

Food for Thought: Reduced reliance on global supply chains

US consumer demand creating a surge in imports

Food for Thought: US tax-and-transfer is more redistributive than Europe’s system

Vehicle-related price gains remain a substantial contributor to inflation

Food for Thought: Tax revenue as a share of GDP

US population growth at record low; working-age population shrinking

Food for Thought: Top selling drugs in 2020 and 2021

The European energy crisis is deepening

Food for Thought: Consumers opting out of purchases

Omicron is as contagious as the measles

Food for Thought: Self-employed workers in the US

Both monetary and fiscal spigots are getting shut off

The market continues to doubt the FOMC’s dot plot

Food for Thought: Growth in data warehouses

Remarkable market response to the Fed’s hawkish tilt

Food for Thought: Share of SUVs in total passenger car sales

Indicators point to shrinking corporate profit margins

Food for Thought: Protein prices

Rent is expected to keep upward pressure on the core CPI

Food for Thought: US teen labor force participation rate

US money supply continues to surge

Food for Thought: Unemployment rates in select economies

The global post-pandemic spike in demand for durable goods came from the US

Food for Thought: AMC and GameStop visits vs. 2019

Used car prices climbed another 5% in November

Food for Thought: Countries with the highest and lowest immigrant population rates

Counting ships

Food for Thought: US federal government’s estate tax revenues

High-frequency indicators point to acceleration in residential construction

Food for Thought: Asset mix by generation in the US

The market now sees the Fed making a “policy error” with aggressive rate hikes

Food for Thought: No more shopping on Thanksgiving day

Supply bottlenecks are easing

Food for Thought: A minute on the internet

The share of bearish investors hit the highest level in over a year, according to AAII

Food for Thought: Omicron rapidly becoming dominant in parts of South Africa

The Treasury curve continues to flatten

Food for Thought: How contagious is omicron

Investors jettisoning crowded stocks

Food for Thought: Companies with the largest market capitalizations in 2005 and 2021

Why did omicron spook the markets so much?

Thanksgiving Food for Thought Special

Food for Thought: Expecting a salary bump

Strongest consumer spending growth since WW II

Food for Thought: Thinking about retirement

Several Fed officials want to accelerate the withdrawal of monetary accommodation

Food for Thought: The Global Democracy Index by country

US initial jobless claims are back at pre-COVID levels

Food for Thought: Shopping on Black Friday

The debt ceiling jitters will return next month

Food for Thought: SALT deductions by income group

Commercial properties are rapidly being converted into residential space

Food for Thought: Attitudes about commuting

US freight rate inflation hits 36%

Food for Thought: The military imbalance in the Taiwan Strait

The number of unemployed Americans per job opening hit a record low

Food for Thought: Black Friday shopping plans

Inland delivery issues could become the next bottleneck

Food for Thought: Rivian Automotive market value after the IPO

The CPI report surprises in both strength and breadth

Food for Thought: States with the highest and lowest wage increases since 2010

US consumers expect to boost spending at the fastest pace in years

Food for Thought: Aquaculture production

Consumers, CFOs, and economists all expect faster wage growth ahead

Food for Thought: Monthly payments per recipient via US federal programs

Consumer credit has been rebounding as Americans tap credit cards

Food for Thought: US employment recovery vs. previous economic downturns

Major central banks are not too eager to hike rates

Food for Thought: Shopping online

Will we see liftoff right after tapering is complete?

Food for Thought: Best-ranked employers

Employment for college grads has fully recovered

Food for Thought: US adults living without a spouse or partner

Households are concerned about inflation, not jobs