The Independent Market Observer

Government Shutdown 2.0?

February 12, 2019

We are getting close to the decision point on whether large parts of the government will shut down again. Much of our discussion on the first shutdown still applies—the direct economic damage will be real but limited. As we look seriously at a repeat, though, we need to spend some time thinking about the indirect damage. If shutdowns become a regular feature of government, then the effect will be linear but could also rise substantially.

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Monday Update: Trade Beats Expectations

February 11, 2019

Although the government shutdown has now ended, several economic reports from previous weeks have not yet been released. It is still undetermined when they will be made available, although the releases have started. As such, the week ahead will be busy, with the regularly scheduled reports joined by some catch-up data.

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Monday Update: Confidence Down, Job Growth Strong

February 4, 2019

Last week was a busy one on the economic front, given the planned reports plus some of the catch-up reports from the government shutdown. Although the shutdown is now over, several economic reports from previous weeks have not yet been released. It is still undetermined when they will be available, although some releases have started.

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Monday Update: Housing Slowdown Continues

January 28, 2019

Although the government shutdown has now ended, several of last week’s scheduled economic reports were not released, and it is still undetermined when they will be made available. Similarly, this week’s data releases may also be affected.

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Appearance on Yahoo Finance Live: On the Move, January 25, 2019 [Video]

January 25, 2019

Is the government shutdown becoming normalized? I discussed this and more (my segment begins at 1:38) this morning on Yahoo Finance Live: On The Move. 

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Monday Update: Inflation and Consumer Confidence Down

January 22, 2019

Last week was a busy one on the economic front, but several reports were not released due to the government shutdown. As such, I will report on expectations, but we won’t know how the actual data has come in until the government reopens. Where possible, I will comment on anything we do know.

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Monday Update: Some Data Releases Delayed by Government Shutdown

January 14, 2019

Last week was a busy one on the economic front, as we started the new year and covered a wide range of economic activity. This week’s data starts with prices and whether inflation is picking up.

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Monday Update: Jobs and Wage Growth Beat Expectations

January 7, 2019

Last week was a short but busy one on the economic front, despite the New Year holiday. This week, we’ll see reports on a wide range of economic activity.

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Appearance on Bloomberg Daybreak: Americas, January 2, 2019 [Video]

January 2, 2019

Will the Fed continue to raise rates in 2019? I discussed this and more (my segment begins at 50:34) this morning on Bloomberg TV's Bloomberg Daybreak: Americas

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Monday Update: Confidence Drops by Most in a Year, Housing Disappoints

December 31, 2018

Despite the Christmas holiday, last week brought some important economic news. With another holiday on the horizon, this week won’t be as busy, but there are still a couple of economic reports worth paying attention to.

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