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Thoughts From The Divide - Archive

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Posts tagged SBOI
Superlative Labor & Missing Inflation - March 12, 2019

New Unemployment Rate data continues to surprise forecasters to the downside as job creation was at a record high. The strong labor market has economists puzzled over the lack of inflation, prompting the Fed to review their strategy, including looking at BoJ-inspired price controls.

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SBOI, Inflation and the Fed - February 12, 2019

The NFIB released its Small Business Optimism Index and, while the press was quick to comment on the weakness of the data, the numbers were not all bad. Research suggests that recent inflationary pressures are something to shrug off and allowing inflation to run hot could have helped reduce economic slack.

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Economic & Policy Incongruities - December 11, 2018

Recently we’ve highlighted some US economic data has displayed some incongruities between ISM and Markit Manufacturing. Now, NFIB’s Small Business Optimism data, former Fed officials, and news sources have mixed signals.

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Small Business Exuberance and Housing Wobbles - August 14, 2018

NFIB SBOI data indicates exuberance and extremely high levels of optimism, though labor tightness is having knock-on effects in the housing market. NAHB and the Lansing State Journal weigh in on the housing market, input costs, and housing affordability.

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