In The News Today

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Jim Sinclair’s Commentary

The latest from John Williams’

First-Quarter 2018 Real Merchandise Trade Deficit on Early Track for Worst Shortfall in Modern Reporting
– January 2018 New Orders for Durable Goods Tumbled Month-to-Month, Both Before and After Considering Inflation and Commercial Aircraft Orders
– New- and Existing-Home Sales Declined Month-to-Month and Year-to-Year, Holding Shy of Pre-Recession Peaks by 57.3% (-57.3%) and 26.0% (-26.0%)
– Freight Index Jumped Sharply Year-to-Year But Continued in Non-Expansion, Still Shy by 12.0% (-12.0%) of Recovering Its Pre-Recession High

“No. 937: January Durable Goods Orders, New- and Existing-Home Sales, Trade, Freight Index”