Joe Carson | The Carson Report | Economist Blog

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After over 40 years researching in the field of economics, with experience on the buy and sell-side of Wall Street, government, and private industry and mostly focusing on financial markets and policy analysis, I have decided to share my research and opinion on The Carson Report. Please feel free to email me if you have any questions or want to discuss any of my research or opinions.

Joe

jcarson21@aol.com

August CPI Report: Inflation Cycles Are Non-Linear; Rotate; Service Inflation Cycles Hard To Break

Nonfinancial Corporate Business: Nearly 100% of Revenue Growth in Early 2023 Driven By Price

At What Point Does "QE" Cross the Line?

QE Is A Game-Changer: Economy Grows, Equity Markets Soar, Leaving The Fed Baffled

Shrinking Profit Margins Portend Bad News For Company Profits

QE Breaks the Link Between Inverted Yield Curve & Housing Construction

Composite Index Of Leading Indicators: History Shows That They Often Mislead With False Signals

Long-Run Effects of Budget/Debt Deal Are Not Investor-Friendly: Higher Rates and Taxes Are Coming

The Happy Prophecy That The Tightening Cycle Is Over Is Based On Hope, Not Hard Evidence

Wage Cycle Suggests Fed Tightening Cycle Not Over

Rebound In Cyclically-Sensitive Sectors Shifts Recession Risks to "Shaky" Finance (Again)

Ain't No Credit Crunch As Banks Lending Rebounds in April; Fed Will Hike Again

Fed Tightening Cycles End When Fed Funds Exceed Core Inflation By A Lot--- "We Ain't There Yet"

Is A QE-Adjusted Yield Curve Inverted? It's Not, Confusing Investors and Complicating Policy

Near-Record High Real Profit Margins Indicate Fed Has A Lot More Work To Do

Bank Credit Crunch----Will It Happen or Not? And If It Happens, Will It Be "Transitory"?

Bank Credit Grew Again In February.

Why Does the Economy Remain Hot? ---Fed Policy Started In A Big Hole And Is Still Too Easy

The Payback From QE---Fed Hikes Not Lifting Long Term Borrowing Costs To Break Inflation Cycle

Has The Fed Misjudged The "Continuous" Effects of QE?

Remnants of QE Is Supporting Bank Lending

Labor Costs May Be Rising Faster Than Many Think

The Fed's "War" With Investors

Growth in Nominal GDP & Bank Credit Says Monetary Policy Remains Too Easy

Hey Fed---Bank Lending Still Accelerating

Household Balance Sheet: Which Asset Class Is Most Vulnerable to Fed Tightening & Recession?

Consumer Services Inflation Cycle Matters The Most: Fed Tightening Cycle Far From Over

Inverted Yield Curve Not A Sufficient Condition For Recession-Credit Growth & Rate Levels Matter To

Goods News on Inflation Comes With a Cost---Shrinking Profit Margins

Record Profit Margins Suggest It's Been A "Pain-Free" Tightening Cycle For Companies

The Big Risk in 2023 For the Fed & Investors---Slowdown in Inflation Proves To Be "Transitory"

Uh-Oh! Credit Boom Accelerates---How Does The Fed Stop An Inflation Cycle With Easy Credit?

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