Sample Reports
Economic Conditions DeteriorateJuly 2007
There are signs of renewed weakening with the big three auto sales and last month’s retail sales.
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Signs of Weakening Emerge
November 2006
Although lagging indicators such as employment are still showing continued strength in the economy other leading indicators are pointing toward weakness.
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Gradual Shift Away from Commodity Groups Seen
April 2006
The new development among influential economic factors is the trend toward higher interest rates. World economic growth could withstand Fed tightening as long as.
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Don't Say You Weren't Warned
September 2005
The effects of Hurricane Katrina are likely to be a temporary negative, a damper on growth in the third quarter until production of oil and gas is brought back on line.
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Time to Start Taking a Little Off the Table
December 2004
Not surprisingly the economy continued to decelerate from the abnormal strength exhibited in late 2003. So far, the economy appears to . . .
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Adding to Defensive Groups Appears Warranted
December 2003
The US economy is still going strong; there has been little deceleration in the latest month. The large negative change in Supply of . . .
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Some Defensive Moves Appear Appropriate
October 2003
As the Fed continues to ease to prevent deflation and the US dollar weakens, the risk of inflation returning to 3% is on the increase . . .
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Downturn May Be Short Lived
March 2003
Last month there was significant weakness in consumption and a large loss of jobs. The shock of higher energy prices, high levels , . . .
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Shift Toward Defensive is Indicated
December 2002
The recovery that we have characterized as a “muddle through” has sprung a leak. One should not be surprised by a renewed . . .
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Our Rodney Dangerfield Economy
September 2002
Real Income has now returned to normal after being depressed by the recession. Most of the improvement last month was . . .
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A Ray of Sunshine Among the Dark Clouds
September 2001
What had been gradually weakening economy is turning into an outright slump. Reductions in employment are beginning to adversely. . .
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Recession on the Horizon
August 2000
It appears that the trend toward slowing picked up momentum last month. The areas that are showing the most weakness are . . .
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The Fed is Caught Between the Dollar and the Economy
September 1987
With the pickup in consumer spending last month, we saw the first significant increase in retail sales this year . . .
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