Thought Leadership

Macro & Market Perspectives

Economic Overview

After the strong finish to 2023, economists wondered what the U.S. economy could possibly do for an encore in 2024. After all, given the challenges of a declining money supply, an inverted yield curve and a…

Common Cents Blog

Fueling the Future?

This week, I spoke at two different conferences in Nashville, one on Tuesday morning and the other on Thursday. It was essentially the same presentation. I told the same jokes and spewed the same data. The…

Common Cents Blog

When Is Inflation Going Away?

This week, the Bureau of Labor Statistics (BLS) released the Consumer Price Index (CPI) for March 2024. It was only slightly higher than analysts had been expecting, 0.4% for the month, but you would have thought…

Common Cents Blog

More Jobs Means the More We Wait

This morning, the Bureau of Labor Statistics (BLS) released “The Employment Situation – March 2024.” In it, the BLS estimated the U.S. economy created 303K net, new payroll jobs last month. This was higher than analysts…