This publication is e-mailed every Sunday. It reviews the previous week's statistical reports, policy statements and other relevant events in the context of:
documents are published about 12 times a year and cover a wide range of topics
which have a longer term impact on financial markets. Past topics have
included: Banking System Improves, Consumer Spending - Room for High Side Surprises, Evidence from the Labor Markets, Labor Force Dropouts - Not Coming Back, Fiscal Stimulus Ahead and Growth with Credit Constraints.
This is a
quarterly publication which reviews major areas of economic activity and
presents the forecast in a quick read format with brief commentary.
We select charts for each publication from our actively monitored library
of over 850 economic indicators.
From mid February until late May the Federal Government
returns several hundred billion dollars in tax refunds. We monitor these refunds and publish a brief
report every two weeks with a status update.
When refunds are surprisingly large or small, this influences consumer
spending. Because tax data are a
tabulation rather than an estimate, monitoring this data routinely provides
insight into how well estimated data are tracking actual economic developments.
We often see statistics being used in ways that misrepresent or misinterpret economic data. When these errors affect investment decisions, they need to be exposed. Our objective is to help our clients avoid these errors.