Earnings Reports Support Positive Forecasts Goldman Sachs put out some market views this week that express continued upside to US and global markets over the next 12 months. They forecast a 5.4% rise for the S&P 500, a 2.3% rise for the European STOXX index, and an 8.2% rise for the MSCI Emerging Markets index. […]
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ByTheNumber$ – May 1st, 2026
GDP Bounce Back Following a dismal 0.5% GDP growth in Q4 2025, the Bureau of Economic Analysis reported this week a 2% gain in Q1 2026 GDP. The bounce back is largely attributed to the recovery following the 43-day government shutdown. Source: Bureau of Economic Analysis MD-11s Back in Business FedEx is preparing to bring […]
Read MoreByTheNumber$ – March 26th, 2026
Resilient Job Market Initial jobless claims fell by 8,000 to 205,000 for the week ended March 14, coming in well below the consensus estimate of 214,000, a sign the job market remains resilient. Analysts describe the current environment as “slow hiring, slow firing”, a setup that often supports steady consumer spending even as hiring normalizes. […]
Read MoreByTheNumber$ – March 17th, 2026
ARMs Are Back Adjustable rate mortgages (ARM) all but about disappeared post the 2008 financial crisis, but are making a comeback. Higher mortgage rates are causing borrowers to take advantage of lower initial teaser rates while waiting for fixed rates to fall. What’s more, ARMs are less risky than they once were. The 2008 crisis […]
Read MoreByTheNumber$ – February 24th, 2026
P&W Engine Shortage Hits Airbus Last Thursday, Airbus announced that they will be delivering fewer aircraft than expected this year due to shortages of Pratt & Whitney (P&W) engines. Airbus has struggled to source everything from seats to toilets. The shortage has forced a slowdown in production of their bestselling A320. Apparently, P&W has been […]
Read MoreByTheNumber$ – January 14th, 2026
December Inflation Report The December 2025 inflation report held steady at 2.7% annually, matching November’s rate and meeting economists’ expectations. Morgan Stanley’s chief economist noted that the report doesn’t give the Federal Reserve what it needs to cut rates later this month. Investors are placing a 95% probability that rates will be held steady. Tariff […]
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