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Paper Economy
Macroeconomic analysis through commentary and data visualizations.
By SoldAtTheTop · Launched 2 months ago
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Reflecting on Rates
The Fed is way behind the curve on the battle against surging inflation; either they want to fight or they don't, but tepid rate action is not a reasonable approach.
SoldAtTheTop
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Reflecting on Rates
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Jumbo Loans, Jumbo Problems
Something is askew in the Jumbo home loan lending market and, as interest rates quickly reset upward, risks abound.
SoldAtTheTop
Jun 28
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Jumbo Loans, Jumbo Problems
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Durable Goods Orders – Consumer Demand Destruction Imminent
Today’s release of the Durable Goods Manufacturers’ Shipments, Inventories and Orders Report (M3) showed that new orders for manufactured durable goods…
SoldAtTheTop
Jun 27
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Durable Goods Orders – Consumer Demand Destruction Imminent
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Reflation Gave Way to Inflation
It is surprising how many macroeconomic commentators propagate the false notion that “quantitative easing doesn’t cause inflation” typically offering up…
SoldAtTheTop
Jun 22
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Reflation Gave Way to Inflation
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Reality is an Unavoidable Imposition
Arguably the most unique trait of the human condition is our unbridled inventiveness. Reading the transcript of Blake Lemoine’s “interview” with LaMDA…
SoldAtTheTop
Jun 18
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Reality is an Unavoidable Imposition
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The Unmooring of Inflation Expectations
It’s been so long since our last bout with entrenched inflation that many, if not most, Americans including policy makers and central bankers, have…
SoldAtTheTop
Jun 16
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The Unmooring of Inflation Expectations
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FOMC Statement Critique (June 15th 2022)
The following is the complete text of today’s FOMC statement with my comments inline: Overall economic activity appears to have picked up after edging…
SoldAtTheTop
Jun 15
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FOMC Statement Critique (June 15th 2022)
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The Great Moderation Gives Way to the Great Agitation
When Ben Bernanke in 2004 (prior to his chairmanship but as a Fed governor) detailed his thoughts on the various causes of the “Great Moderation” to the…
SoldAtTheTop
Jun 13
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The Great Moderation Gives Way to the Great Agitation
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