The Big Picture » Data Analysis

    A quick note on the state of the economy in light of some recent data. Q1 2024 Gross Domestic Product expanded at a disappointing 1.6% — note this is seasonally and inflation-adjusted ann...

https://ritholtz.com/2024/04/march-2024-state-coincident-indexes-ease/

     At the Money: What Data Matters and What Doesn’t  (April 24, 2024) Bill McBride has spent the past 20 years taking apart economic data, creating “opinion-free” analysis of the ec...

https://ritholtz.com/2024/04/atm-bill-mcbride-data/

    Between book leave and COVID I have been pretty quiet lately. Since it’s been a few months, I thought we could take a quick look at the Federal Reserve Bank of Philadelphia’s State Coi...

https://ritholtz.com/2024/04/what-recession-state-coincident-indicators/

  We sometimes say “Demographics is Destiny,” but that’s abstract. To get a visual sense of what that looks like, see the above chart (via Blackrock) showing the distribution of various ag...

https://ritholtz.com/2024/03/u-s-population-distribution-1975-2050/

  A quick follow-up to last month’s note on slipping coincident indicators: December was relatively stable compared to the slide in November. Over the three prior months, “the indexes increa...

https://ritholtz.com/2024/02/state-coincident-indexes-improve/

  I am popping out of book leave to just throw a few charts at you regarding the Inflation data for December. CPI came in a 0.3% versus 0.2% expected month over month. But as always, the devil i...

https://ritholtz.com/2024/01/cpi-increase-is-based-on-bad-shelter-data/

    You may have missed the most important data point in today’s Employment report. It wasn’t that Nonfarm payrolls increased by 199,000 in November, somewhat higher than expected; nor was ...

https://ritholtz.com/2023/12/rounding-errors/

We just experienced the strongest economic recovery since the end of World War II Source: Irrelevant Investor   Light posting as I’m getting ready for some travel, but this chart is so amazing...

https://ritholtz.com/2023/11/ww2-covid/

  I have been playing with Nick’s S&P 500 calculator, and it’s pretty damned, cool. He used data from Robert Shiller’s website and created his own interface going all the way back to 1871....

https://ritholtz.com/2023/10/spx-calculator/

Mapped: The Migration of the World’s Millionaires in 2023 Source: Visual Capitalist The post Where’s Everyone Going? appeared first on The Big Picture .

https://ritholtz.com/2023/09/wheres-everyone-going/