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Thru the Cycle

John Lonski

John Lonski's take on the financial markets.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues117SubscribersRead thruthecycle.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Deep Initial Rate Cuts Warn of Trouble Ahead

Last two initial rate cuts of -50 basis points were associated with recessions …

a month ago
1
0

Credit Markets Price In a Higher than 4.5% Unemployment Rate

While still struggling with the biggest jump by the cost of living since Jimmy Carter, Americans now contend with a contraction of job opportunities. After rising by 0.3% per month, on average, during the three-months ended July, the consen...

a month ago
1
0

Soft Job Market Has Yet to Signal Impending Recession

No reason to expect a quick end to waning jobs growth …

2 months ago
4
0

Government and Nonprofits Boost Consumer Spending

Charity more than explains upward revision of Q2-2024’s real GDP …

2 months ago
1
0

Authors

The writers behind this newsletter.

  • John Lonski

    financial economist. data sleuth.

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