April 17 2023| Producer prices decreased the most since 2020. Markets see this as further evidence that inflation is slowing. Why It Matters: Lower producer prices can reduce cost pressures on businesses, potentially leading to more stability in pricing. Source: thedailyshot
...April 17 2023| Bankruptcy filings are picking up, while still at low levels, the momentum is shifting. Why It Matters: Rising bankruptcy filings could signal increased financial stress for businesses and individuals. One month isn’t a trend, but it’s important to watch this closely. Source: Torsten Slok
...April 17 2023| Bank lending declines are at some of the fastest levels seen. Why It Matters: The collapse of Silicon Valley Bank resulted in banks not eager to lend money as of late. This could impact small businesses that heavily rely on banks for funding.Source: Torsten Slok
...April 17 2023| Inflation is slowing, but not fast enough A key factor is the housing market. Why It Matters: The housing market’s shift from inflationary to deflationary is finally happening. Expect this to continue pulling down inflation in the coming months. Source: thedailyshot
...April 10 2023 | ILabor markets are cooling off some, but slower than anticipated. Why it matters: Markets expect softer labor that can prompt Fed monetary policy change. While slowing, the current pace may not be fast enough. Source: thedailyshot
...April 10 2023 | IWe can expect lower corporate profits. The U.S. savings rate edges upward, indicating consumers are starting to save more. Why it matters: The savings rate is a key indicator of consumer spending (inverse) Higher savings = lower spending = reduced corporate profits. Source: thedailyshot
...