Author: UPFINA

The post Real Wage Growth & Election Risk appeared first on UPFINA – Pursuit of Truth in Finance & Economics. In January, headline CPI jumped and core CPI

The post Small Businesses Expect Big Increase In Real Sales appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The coronavirus has done extreme damage

The post We Will Never Reach Full Employment? appeared first on UPFINA – Pursuit of Truth in Finance & Economics. In the December JOLTS report, job openings fell

The post Consumers Had The Widest Financial Improvement In At Least 44 Years appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Q4 earnings season

The post Big Negative Benchmark Revision appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Job creation from April 2018 to March 2019 was revised

The post The Economy Isn’t The Most Important Issue Facing The Country appeared first on UPFINA – Pursuit of Truth in Finance & Economics. In the week of

The post Great Economic Data: 2020 Growth Acceleration appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The 5 month streak in which the manufacturing

The post Is The Virus Already Priced In By Stocks? appeared first on UPFINA – Pursuit of Truth in Finance & Economics. C&I loan growth is a lagging

The post Manufacturing PMIs Converge & Q4 Earnings Season Review appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The difference between the ISM PMI

The post Everything Seems Healthy On The Surface appeared first on UPFINA – Pursuit of Truth in Finance & Economics. In December, the savings rate fell from 7.8%

The post Weakest Economy In 4 Years appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Year over year Q4 GDP growth was 2.3% and

The post The Most Valuable Chart Of The Year appeared first on UPFINA – Pursuit of Truth in Finance & Economics. We believe the table below is the

The post Consumer Free Cash Flow Is High appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Cornerstone Macro has created a new metric called

The post Review Of Primary Race & Yield Capping appeared first on UPFINA – Pursuit of Truth in Finance & Economics. November’s new home sales were revised lower

The post EPS Growth Estimates & Stock Returns appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The advanced Q4 GDP report will come out

The post What Leading Indicators Index Means For Stocks appeared first on UPFINA – Pursuit of Truth in Finance & Economics. The S&P 500 hasn’t had a 1%

The post It’s “So Easy To Make Money” In Everything appeared first on UPFINA – Pursuit of Truth in Finance & Economics. In a simple world without expectations,

The post The 2020 Election Is The Biggest Tail Risk appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Shakespeare stated “To be, or not

The post Why Stock Multiples Are So High appeared first on UPFINA – Pursuit of Truth in Finance & Economics. You probably already know one of the most

The post How The Heat Affects Economic Data appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Investors are predisposed to ignore weather as an

The post Demystifying The Confusing Retail Sales Report appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Whether the December retail sales report is good

The post Will Stocks Be Disappointed With The 2020 Economy? appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Just like headline CPI, headline PPI

The post Fed Ignores Inflation Which Is Eating Into Wages appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Both core and headline monthly CPI

The post Euphoria Combined With 1.8% GDP Growth appeared first on UPFINA – Pursuit of Truth in Finance & Economics. There are quite a few stats showing U.S.

The post Why Wage Growth Crashed In December appeared first on UPFINA – Pursuit of Truth in Finance & Economics. Even though headline job growth missed estimates and