Wednesday, September 7, 2016
US Economy’s Big Soft Spot
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Why has nonfarm business productivity growth been so weak during the current economic expansion? That’s been an ongoing puzzle. I have n...
Friday, September 2, 2016
Abnormal Normalization
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When in doubt, simulate. That was my second takeaway from Fed Chair Janet Yellen’s highly anticipated Jackson Hole speech on Friday. T...
Sunday, August 28, 2016
Q2 Earnings Review
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We at YRI have updated all of our chart publications that track S&P 500 revenues, earnings, and margins with Q2 data. S&P compiles ...
Thursday, August 18, 2016
Record-High Global Production
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While the central bankers are increasingly getting most of the credit for the current bull market in stocks, let’s not forget that worke...
Wednesday, August 10, 2016
Productivity Puzzle
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There are lots of questions raised by the weak productivity numbers that were released on Monday. Nonfarm business productivity declined...
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