#PCE

Weekly Points – January 26th, 2024 – 5 Things to Know in Investing This Week – The Super-Duper Inconsistent Data Issue

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Every week in January, we’ve been pointing out the inconsistencies we see in macro-economic data. The trend becomes even more pronounced this week with contradictory insight on the economy being provided by the GDP report, the Fed’s preferred inflation metric, and the purchasing manager’s index. The results are so confusing that commentary by S&P Global … Read more

Weekly Points – December 1st, 2023 – 5 Things to Know in Investing This Week – The Government and Consumer Big Spending Issue

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It was a big week for spending. The consumer bought huge amounts of holiday gifts. (For my fellow Michiganders, the consumer did get much on sale because they require big savings.) The government bought a big positive revised GDP print. And Sheldon Adelson’s widow, Miriam, bought most of a basketball team. If you don’t want … Read more

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