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Thoughts From The Divide - Archive

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Posts tagged Small Business Optimism
Talk, Beliefs, and Feelings - October 8, 2019

Though the NFIB data “shows no sign of a recession”, “mumblings about a coming recession… are becoming more prevalent, and this is contagious”. Robert Shiller shares the NFIB’s concerns and believes there is a “risk” that we “talk ourselves into a recession”. A BIS report on unconventional monetary policy further highlights the importance of beliefs, arguing that the effectiveness of policies depends on “the public’s belief about their effectiveness”.

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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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