Richard Moody

Author Archive

Sep 18, 2025

Residential: Expected Adjustment Happens Unexpectedly
Sep 17, 2025

Retail Sales: Consumers Still Discerning, But Willing
Sep 12, 2025

August CPI: Moving In the Wrong Direction
Sep 11, 2025

Profit Margins Holding Up, At Least For Now
Sep 9, 2025

A Week That Could Vivify the Fed's Dilemma
Sep 8, 2025

August Employment: A Demand and Supply Side Story
Sep 3, 2025

Crowded Data Docket, With Employment the Highlight
Sep 2, 2025

July PCE: Largely In Line, No Verdict on Tariffs
Aug 26, 2025

Powell's Remarks Didn't Change Our Fed Assumptions
Aug 20, 2025

Residential: Multi-Family Drives Construction Train
Aug 19, 2025

In a Light Week for Data, Most Eyes Are On Friday
Aug 18, 2025

Retail Sales: About Where We Thought, Unexpectedly
Aug 13, 2025

July CPI: Service Prices, Not Goods Prices, Drive Core
Aug 12, 2025

July CPI Won't Settle the Tariff/Inflation Question
Aug 6, 2025

Q2 Data Flips the Script. What's Next?
Aug 5, 2025

With Economic Data, Quantity Isn't Always Clarity
Aug 4, 2025

May/June Job Growth Virtually Vanishes, Is July Next?
Aug 1, 2025

Total Personal Income Rose by 0.3 Percent In June
Jul 31, 2025

Q2 GDP Data Flip the Script
Jul 29, 2025

Hallmark Channel's "Christmas In July" for Econ Data
Jul 24, 2025

Existing Home Sales: Little Impetus for Sustained Pickup
Jul 21, 2025

Neither a Boom, Nor Growth Grinding To a Halt
Jul 18, 2025

Retail Sales: Truth Lies Somewhere In May, June Data
Jul 16, 2025

June CPI: Pressure On Core Goods Builds
Jul 9, 2025

As the Data Turn...Searching for the Impact of Tariffs
Jul 7, 2025

A Weak Jobless Report Hiding Behind Shiny Numbers
Jul 2, 2025

ISM Manufacturing: Firms Remain In a Holding Pattern
Jul 1, 2025

Holiday-Shortened Week Heavy On Labor Market Data
Jun 30, 2025

May Personal Income: No Real Surprises
Jun 19, 2025

June FOMC: Still Watching, Still Waiting
Jun 12, 2025

May CPI: Not Here Yet, or Just Not Coming?
Jun 10, 2025

GDP the Sequel, Though Really Not the Same
Jun 9, 2025

May Employment: Revisions Temper Headline Beat
Jun 3, 2025

ISM Manufacturing: Don't Just Do Something, Stand There
May 28, 2025

Lots of Data That Will Likely Shed Very Little Light
May 20, 2025

The Data Don't Tell a Convincing Story Either Way
May 16, 2025

Retail Sales: No Strong Evidence Either Way
May 14, 2025

April CPI: Still Watching, and Waiting
May 13, 2025

Flow of Data Picks Up, So Do Tariff Questions
May 6, 2025

A Few Top-Tier Data Releases Is a Welcome Respite
May 5, 2025

April Employment: Cooling, But Resilient Labor Market
May 2, 2025

ISM Manufacturing: Modest Deterioration, Signs of Stress
May 1, 2025

Q1 GDP Contracts 0.3 Percent
Apr 29, 2025

If Quantity Could Make Up For Quality This Week
Apr 18, 2025

Residential: Weak Starts, Surprising Rise In Permits
Apr 17, 2025

Retail Sales: More To March Data Than the Tariffs
Apr 15, 2025

A Busy Week for Economic Data and 'FedSpeak'
Apr 11, 2025

March CPI: Out Like a Lamb, the Lion Has Yet to Arrive
Apr 8, 2025

Not Even the Beginning of All the Uncertainty
Apr 7, 2025

Don't Be Too Quick To Dismiss a Solid Jobs Report
Apr 2, 2025

ISM: Factory Sector Slips Back Into Contraction
Apr 1, 2025

The Growing Dichotomy Between 'Soft' and 'Hard' Data
Mar 31, 2025

February PCE: Services Spending Softens
Mar 25, 2025

Like the Rest of Us, FOMC Is In 'Watch and Wait' Mode
Mar 20, 2025

March FOMC: It's Watch and Wait...At Least for Now
Mar 19, 2025

Residential: Evening Out Score After January's Dip
Mar 18, 2025

Retail Sales: A Sigh of Relief Doesn't Alter Reality...
Mar 13, 2025

February CPI: Comfort at Least For Now, But No Relief
Mar 11, 2025

February CPI Will Be Last Read Before FOMC Meeting
Mar 10, 2025

Employment: Not Great, Not Terrible, Not Vy. Informative
Mar 4, 2025

Tariffs Will Reflect In Coming Data Releases
Feb 25, 2025

The Week: Lots of Releases, No Change In Message
Feb 20, 2025

Residential Construction: Challenging Conditions
Feb 18, 2025

Retail Sales: January Data Overstate, But Risks Loom
Feb 11, 2025

This Week Brings Fed Chairman Powell To Capitol Hill
Feb 10, 2025

Employment: A Less Flattering, More Plausible Picture
Feb 4, 2025

ISM Manufacturing: Contraction Ends, But For How Long?
Jan 31, 2025

GDP: Soft Headline Masks Strong Private Demand
Jan 28, 2025

All Eyes Will Be On Powell's Post-Meeting Conference
Jan 17, 2025

Retail Sales: Softish Headline, Solid Core
Jan 16, 2025

Core CPI Brings Relief, Doesn't Really Change Much
Jan 15, 2025

The "Nobody Knows Anything" Annual Outlook Edition
Jan 14, 2025

Considerable Room for Seasonal Adjustments
Jan 13, 2025

Labor Market Ends the Year On a Solid Note
Jan 7, 2025

Economic Data Flows Return To Normal This Week