Since 2012, Anton Bayer's Weekly UPdate has examined markets and the economy, continuing a market and economic commentary tradition that began in 2002. Each week, Anton looks past the headlines to the data shaping the discussion.
When a tsunami worldwide event like the recent coronavirus plague is followed by panic governments shutting down their society, you can expect years and sometimes decades before its impact is mostly neutralized. I say mo
Anton Bayer · June 5, 2024 · 5 min read
Last week the Institute for Social Research (ISR) of the University of Michigan released their monthly report on consumer sentiment. The monthly report and its index are based on the responses from US households by phone
Anton Bayer · May 29, 2024 · 5 min read
In March 2022, Jerome Powell, Federal Reserve Chairman, and his Federal Open Market Committee (FOMC) commenced with a rate hike campaign to reduce a quickly rising inflation rate. Not a moment too soon as inflation as me
Anton Bayer · May 22, 2024 · 4 min read
Today the National Federation of Independent Business (NFIB) released their April report of the small business optimism index. The index ticked up to 89.7 from 88.5 reading in March which was ahead of general Econoday fo
Anton Bayer · May 15, 2024 · 5 min read
This weekend, Matt Marmorstein and I attended the Annual Urology Association conference. We attend medical conferences to meet doctors who represent a large percentage of our clients and assets under management.
Anton Bayer · May 8, 2024 · 6 min read
Yesterday the Bureau of Economic Analysis released its monthly report on consumer income and spending. The report indicated that personal income rose 0.3% and has increased each month now for 24 consecutive months which
Anton Bayer · May 1, 2024 · 4 min read
The US Census Bureau reported today that March housing starts plummeted 14.7% month over month (MoM) to 1.321 million. This reverses February MoM gain with March’s new starts the lowest since August 2023 and biggest decl
Anton Bayer · April 24, 2024 · 4 min read
As we have discussed in past Weekly Briefs, the core of the U.S. economy is consumer spending, which represents 66% of the US Gross Domestic Product (GDP). This is significant as the GDP is the basis of defining the gene
Anton Bayer · April 17, 2024 · 5 min read
The media and analysts are back to the good news is bad news routine. Meaning that when economic news is positive the bad news is the Federal Reserve may not be lowering interest soon. The media and analysts are adamant
Anton Bayer · April 10, 2024 · 6 min read
Businesses use fuel from the products they receive from manufacturing companies that feed the American engine. It’s a symbiotic relationship of companies selling goods to their customers as manufacturers are producing an
Anton Bayer · April 3, 2024 · 5 min read