Behind the Numbers Archive

  • Behind the Numbers - Nov 17, 2023

    Data Dependent, You Say? - The Federal Reserve has repeatedly reminded us that any decisions on future rate moves will be dependent on what the data says. If that is the case, then the latest inflation...
  • Behind the Numbers - Nov 10, 2023

    Hawkish Tone Re-emerges - It did not take long for the market to lose last week’s FOMC euphoria. All it took was some post-meeting remarks from Federal Reserve officials, along with a few weak Treasury...
  • Behind the Numbers - Nov 3, 2023

    Two and Done? - October ended without any tricks, just a treat. As expected, the Federal Reserve voted unanimously to keep the benchmark interest rate unchanged at the current range of...
  • Behind the Numbers - Oct 27, 2023

    The Split Home Decision - The housing market continues to be a tale of no supply, rising prices and high interest rates – even as demand remains strong. It is also a story of...
  • Behind the Numbers - Oct 20, 2023

    Rack up Another Blockbuster Month - As the saying goes, you can’t stop a runaway train. That seems to be the case with consumer spending. Retail sales surged 0.8% in September, more than double...