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Monday links: an economy on hold

Abnormal Returns

bloomberg.com) Economy The economy is on hold as everyone tries to figure it out. optimisticallie.com) Manufacturing is a laggard in this economy. (taylorlorenz.substack.com) Housing An alternative to the Case-Shiller house price numbers. mrzepczynski.blogspot.com) Don't be surprised if Americans start tapping their home equity.

Economy 234
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Slowing U.S. Economy, State by State

The Big Picture

Note: I have been occasionally eyeballing this map since 2008 , and it does a good job of showing the overall trend of the economy (on an obvious lag). The economy is mixed to good, with 2/3rd of states expanding and 1/3rd of states slowing; Dropping from +96 to -22 is a substantial decrease, regardless of the high GDP print last Q.

Economy 353
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Advisor Sentiment Index: Confidence in the Economy Falls

Wealth Management

Financial advisors’ confidence in the current state of the economy sank last month to its lowest point year-to-date, while optimism in the stock market continued to rise.

Economy 112
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Tuesday links: your personal economy

Abnormal Returns

fooddive.com) Economy Why attitudes about the state of the American economy are so divergent. (gq.com) King Arthur Baking Company is launching a regenerative whole wheat flour blend. fastcompany.com) Fruit juice sales are in secular decline. awealthofcommonsense.com) Wholesale used car prices fell in October.

Economy 144
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What the Fed Rate Cut Means For the Economy

A Wealth of Common Sense

A reader asks: I know Ben talked about rate cuts and the stock market a few weeks ago but what about the economy? Did Powell just guarantee a soft landing by cutting 50 basis points this week? There are no guarantees in life or the markets, unfortunately. The rate cut helps the soft landing scenario but you never know with these things.

Economy 116
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Postpandemic Inflation in Eleven Economies

Alpha Architect

This paper explores the applicability of the Bernanke-Blanchard (BB) model across diverse economies, revealing commonalities and differences in inflation dynamics post-pandemic. Postpandemic Inflation in Eleven Economies was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

Economy 104
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Podcast links: the new economy

Abnormal Returns

open.spotify.com) Non-finance Chris Hays talks with Felix Salmon about his book "The Phoenix Economy: Work, Life, and Money in the New Not Normal." (rationalreminder.libsyn.com) Scott Barry Kaufman talks with Hal Hershfield author of "Your Future Self: How to Make Tomorrow Better Today."

Economy 130