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US Industrial Production/Capacity Utilization Rise In The Face Of Inflation (M2 Velocity Near All-time Low As M2 Money YoY Still Sizzling At 9.85% YoY)

May 17, 2022 2:19 pm

by confoundedinterest17 Most of us are painfully aware of rising food prices, particularly with the US fighting a proxy war with Russia. Wheat prices have doubled under Biden and the Russian invasion of Ukraine. But inflation is everywhere. Rising home prices, …

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Overheated Labor Market? US Capacity Utilization Rises To Near 80% (Fed Too Slow To Remove Stimulus As Supply-Chain Strain Increases)

April 16, 2022 11:02 am

by confoundedinterest17 The good news is that US industrial production rose 0.9% in March. The bad news? US capacity utilization rose to 78.3% indicating that the labor market is overheating. Notice that prior to Covid, The Fed began rising raising its …

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The New Abnormal! US Capacity Utilization Falls To 75.2% (Short-date Volatility Spikes)

October 18, 2021 3:51 pm

by confoundedinterest17 It used to be that capacity utilization was a signal for The Federal Reserve to raise or lower their key target rate. When capacity utilization rose above 80%, the economy was deemed to getting “hot” and The Fed would …

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