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Money Blows The Roof Off 9/18/24

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1 hour ago, SiP said:

wh-vs-bea-9.1.24.png

Tax Withholding Growth Ticked up in August, but Was Near the Bottom of its Range Over Most of the Past Year

https://taxtracking.com/tax-withholding-growth-ticked-up-in-august/

That's a bad take. Take out the mid year anomaly and the data lag inherent in the smoothing methodology and the chart shows persistent 5% growth. I assume that "adjusted" means adjusted for inflation.  5% growth isn't slow.

And it's not slowing. I just updated the data through yesterday. Excluding the April anomaly the growth rate has broken out to its fastest pace in nearly two years. 

We now also know that the quarterly non withheld estimated taxes due on Monday blew the roof off.  A mind blowing gain from the Q3 2023 take. 

https://liquiditytrader.com/index.php/2024/09/08/heres-hard-evidence-that-the-slowing-economy-narrative-is-false/

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2 minutes ago, DrStool said:

That's a bad take. Take out the mid year anomaly and the data lag inherent in the smoothing methodology and the chart shows persistent 5% growth. I assume that "adjusted" means adjusted for inflation.  5% growth isn't slow.

And it's not slowing. I just updated the data through yesterday. Excluding the April anomaly the growth rate has broken out to its fastest pace in nearly two years. 

We now also know that the quarterly non withheld estimated taxes due on Monday blew the roof off.  A mind blowing gain from the Q3 2023 take. 

https://liquiditytrader.com/index.php/2024/09/08/heres-hard-evidence-that-the-slowing-economy-narrative-is-false/

So job market is doing ok.

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Just another in a long history of massive Fed blunders. Nothing new here. Nothing to see. There will be consequences. 

See you Tamara. Until then,

Bonne nuit et bonne chance. 

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2 minutes ago, DrStool said:

Reminder that the Fed doesn't set the rate. It follows the market. The market had already dropped 50 bp. Today, the Fed RATified. 

16ixva

Its rather well communicated. Market is constantly pricing changes and thats how it work. If Fed would say we would rise rate the market would react accordingly.

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