This Weeks Investment Data Brief, From
The Distilled Perspective
By Patrick T Bulger, 05/16/2025 3:00pm

This week's thought...I'm not a Doomer, I'm a Truther with nearly 30 years in the chair.
---So, Here we go...
April, Month on Month Housing Permits get Whacked with a -4.7% reading,

This data stream is traditionally volatile and needs to be watched closely for additional downside trend.
---
University of Michigan: 
Inflation Expectations come in higher than expected.
Sentiment comes in lower than expected.
---
Atlanta Fed GDP Now for the second quarter comes in less than expected...
---
Earlier in the week, 
The National Association of Home Builders (NAHB) 
Housing Market Index (HMI) declined to 34 vs. last month's 40.
---
Manufacturing production for April came in at -0.4% vs. 0.4% in March.
---
Retail sales came in broadly lower vs. last month.
---
NY Empire State Manufacturing and 
Philadelphia Fed Manufacturing both remained in negative territory.
---
First Quarter Data, Yes...but confirming, simply not forward looking:

The Senior Loan Officer Survey reflected a 
Broad lack of loan demand and a general tightening across lending measures.  

This is viewed as in line with our data of a slowing economic picture.

=== What you get === Build Your Team Wisely ===
Consistently Targeting Elite Decision Making for You,
Using Our Unique Data Informed Methods.

Your plan is essential. 
Your portfolio process determines if/how you get there. 
Add Data Insight & Value to Your Management.

Click the Ask Button to Book Your Call to,
Live Beyond the Herd.

.