- by New Deal democrat
My “Weekly Indicators” post is up at Seeking Alpha.
The split between the portion of the economy being driven by AI-related production and profits and the broad consumer economy continues to stand out starkly. But as I have pointed out often in the past many months, there is no sign as of yet that the consumer is putting down their credit card and pulling in their horns.
As usual, clicking over and reading will bring you up to the virtual moment as to the broad state of the economy, and reward me a little bit for collecting and organizing all of the data for you.