Friday, May 16, 2025

The Soft Data versus Hard Data Debate

Consumer Sentiment Falls to Second Lowest on Record
https://www.wsj.com/economy/consumers/early-read-on-consumer-sentiment-falls-to-second-lowest-on-record-8a5e995a
The University of Michigan’s closely watched consumer-sentiment index was 50.8 in preliminary numbers for May.
 
Recession Risk Is a Fed Thing Again
https://www.bloomberg.com/news/newsletters/2025-05-16/recession-risk-is-a-fed-thing-again  
 


Why the Federal Reserve risks falling behind the curve as recession fears rise by Vivekanand Jayakumar, The Hill. May 10, 2025
https://thehill.com/opinion/5292727-data-confusion-market-challenges/