Risk Management

by Bill McBride on 7/30/2018 03:15:00 PMThe BEA has released the underlying details for the Q2 advance GDP report.The BEA reported that investment…

Just when it seemed like things couldn’t get any worse in California, the Carr wildfire ignited, claiming six lives so far. The fire in Northern…

by Bill McBride on 7/30/2018 12:50:00 PMA few comments from Steven Kopits of Princeton Energy Advisors LLC on July 27, 2018: • A clear local peak…

by Bill McBride on 7/30/2018 10:38:00 AMFrom the Dallas Fed: Robust Expansion in Texas Manufacturing Continues; Uncertainty Picks Up The robust…

“What gets measured gets managed” has got to be near the top of the business world’s Top 10 list of favorite quotes. It’s a go-to quote because…

by Bill McBride on 7/28/2018 08:11:00 AMThe key report this week is the July employment report on Friday.Other key indicators include Personal…

by Bill McBride on 7/27/2018 10:17:00 AMThe first graph below shows the contribution to GDP from residential investment, equipment and software,…

by Bill McBride on 7/26/2018 04:43:00 PMFreddie Mac reported that the Single-Family serious delinquency rate in June was 0.82%, down from 0.87% in…

by Bill McBride on 7/26/2018 02:35:00 PMNote: This appears to be a leading indicator for industrial production.From the American Chemistry Council:…

by Bill McBride on 7/26/2018 10:06:00 AMThe Census Bureau released the Residential Vacancies and Homeownership report for Q2 2018. This report is…