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Category: Macro

CFE Analysis | Macro

Beware of Seasonal Adjustment

By Kevin Heerdt and Jonathan H. Wright Economic data released by the government and other entities are being distorted by normally acceptable statistical methods. The extreme economic data that are […]

CFE | CFE Analysis | Finance | Macro

Trump stocks

President Trump has frequently pointed to the performance of the stock market in praising his own performance, although not in the past week when markets worldwide came down with (fears […]

CFE Analysis | Macro

Zero Bound

The outlook for growth in employment and corporate earnings over the next few years is headed down. The problem is not what the Federal Reserve will do, or what a […]