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Weekly Economic Update 08-07-26: ISM Manufacturing; Factory Orders; ISM Services; JOLTS; and July Employment
The bond market doesn't believe Walsh is serious about inflation. Neither do I.
Aug 7
•
Alfie Meek, Ph.D.
13
1
July 2026
Weekly Economic Update 07-31-26: Durable Goods; Case-Shiller Home Price Index; Consumer Confidence; Personal Income & Spending; 2nd Quarter…
The consumer stepped up big in the second quarter, but it wasn't enough as GDP still came in well below expectations.
Jul 31
•
Alfie Meek, Ph.D.
13
1
1
Weekly Economic Update 07-24-26: Industrial Production; and Leading Economic Indicators
The industrial sector is stalled, and the financial markets are the main driver of the economy.
Jul 24
•
Alfie Meek, Ph.D.
12
Weekly Economic Update 07-17-26: Small Business Optimism; Consumer Price Index; Producer Price Index; Retail Sales; Home Builder Sentiment…
Inflation took a break, but it is only because oil prices fell. But they are already heading higher again.
Jul 17
•
Alfie Meek, Ph.D.
13
1
1
Weekly Economic Update 07-10-26: ISM Manufacturing & Services; Consumer Credit; and Existing Home Sales
Home prices continue to rise, and consumers take a breather from relying on plastic.
Jul 10
•
Alfie Meek, Ph.D.
10
1
Weekly Economic Update 07-03-26: Consumer Confidence; Case-Shiller Home Price Index; JOLTS; and June Employment
Happy 250th Birthday, America!!
Jul 3
•
Alfie Meek, Ph.D.
12
1
June 2026
Weekly Economic Update 06-26-26: New Home Sales; Personal Income & Spending; and PCE Inflation
Inflation continues to rise, and government checks support consumer income and the savings rate.
Jun 26
•
Alfie Meek, Ph.D.
12
Weekly Economic Update 06-19-26: Industrial Production; Home Builder Confidence; Building Permits & Housing Starts; Retail Sales; and the…
Chair Warsh held his first FOMC meeting, and he made it clear that there is a new sheriff in town.
Jun 19
•
Alfie Meek, Ph.D.
16
2
Weekly Economic Update 06-12-26: Small Business Optimism; Existing Home Sales; Consumer Price Index; Producer Price Index
If the President "loves the inflation" then he must be a happy man about now.
Jun 12
•
Alfie Meek, Ph.D.
17
Weekly Economic Update 06-05-26: ISM Manufacturing & Services; Factory Orders; JOLTS Report; and May Employment
The manufacturing and service sectors appear to be in good shape, but they are doing it without increasing employment...at least according to the…
Jun 5
•
Alfie Meek, Ph.D.
18
3
May 2026
Weekly Economic Update 05-29-26: Case-Shiller Home Price Index; New Home Sales; Durable Goods; Revised GDP; Personal Income & Spending; and…
First quarter GDP was revised down and the savings rate plunged. The party is coming to an end.
May 29
•
Alfie Meek, Ph.D.
15
1
Weekly Economic Update 05-22-26: Fed Minutes; Home Builder Confidence; Building Permits; and Housing Starts
The housing market is struggling and the rise of the 30-year mortgage rate certainly won't help.
May 22
•
Alfie Meek, Ph.D.
17
1
1
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