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Category Archives: Uncategorized
Just released…Credit Card Delinquency rises the most and all loans up YoY
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Insured Unemployment Rate Up YoY Mar 2023
Insured UR last year
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Unemployment Claims breakout to upside (highest in a year) and Growth has dropped to 1%…recession next year
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Credit Card Delinquencies Q1 2023 rising fast (YoY)…canary in the coal mine
First, revisions in employment numbers show trend to negative employment.
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Layoff Charts-first tech only then all
A burst in Jan and stability in stocks until volatility in SandP causes a new wave of layoffs.
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Blue Line Needs to level and rise
You’ve had the rate rise cycle then the fed pause cycle (vix falling) then the bad economy cycle to begin next 3 months…
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CC Trend and Change in Unemployment Rate (UR)
The continuing claims monthly change has the same trend as unemployment rate… Payrolls vary too much to predict and aren’t as stable as the unemployment rate. Study was done on unemployment claims 4wkma and found it lacking as well as … Continue reading
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Changed Gas Link
Link changed to end of month gasoline change. This predicted the Jan rise in inflation much better than the average.
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