Ryan Sims insights, thoughts, and analysis

Tag: gdp

  • How the Turntables….

    As Michael Scott said in the show The Office ” Well, well, how the turntables…….have turned”. For the last 6 months I have watched people hammer away at the BLS and the US employment reports and the revisions. I have watched as people claim that interest rates should be lower than they are based on…

  • Clear As Mud

    This morning at 8:30 we got a lot of data out about the health of both the Canadian and US economy. First things first, the US inflation number was out, and it came in right where expected at 2.7%. it was the PCE which is the US Federal Reserve’s preferred inflation gauge. The 2.7% was…

  • Make it Make Sense

    Yesterday saw the release of US GDP for Q1, and it came in well below expectations. Even though GDP came in at 1.6% growth – well below the expectations for 2.6% , bonds yields surged. It may seem odd that after GDP missing expectations to the downside we see bond yields shoot up, right? I…

  • Sustainability

    When I was growing up in rural Ontario, I always heard the local farmers talk about sustainability. They were talking about the simple things like treating your farm well, using as little pesticides as possible, and ensuring that the next generation of farmers had great land that they could use to feed an ever growing world…