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Unions and the 2% inflation target
The UAW wants the social contract back
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Brent T Nyitray
August 2023
July 2023
The inflationary and deflationary forces emanating out of Asia.
As expected, the Fed hiked the Fed Funds rate by 25 basis points at the July FOMC meeting. Investors hoping to hear an “all-clear” signal from the Fed…
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Brent T Nyitray
Where is the recession we were promised?
Markets spent last week focusing on earnings with little important economic news. The upcoming week will be dominated by the Fed meeting on Tuesday and…
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Brent T Nyitray
Are we about to see a renaissance in homebuilding?
Despite all of the gloom out there for the real estate sector, a bright spot is potentially emerging at long last: homebuilding. Over the past couple of…
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Brent T Nyitray
2
June 2023
May 2023
Week In Review: More hawkish Fed-Speak.
Last week, the markets priced in another quarter point increase in the Fed Funds rate. The probability of a June 25 basis point hike increased from 18…
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Brent T Nyitray
Week In Review: Hawkish statements out of the Fed keep the pressure on rates.
Investors who were hoping for indications that the Fed is going to stop tightening were disappointed last week. Dallas Fed President Lorie Logan said…
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Brent T Nyitray
1
The Weekly Tearsheet: Can a liability be an asset?
As expected, the Fed hiked the Fed Funds rate to 5% last week. It removed language from the FOMC statement saying that further hikes might be…
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Brent T Nyitray
The Weekly Tearsheet: GDP and the ECI. Are we looking at stagflation?
Last week had a lot of important economic data, and two reports stood out. First GDP grew at a paltry 1.1% in the first quarter of 2023. The increase in…
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Brent T Nyitray
© 2023 Brent T Nyitray
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