paid Employment • 2 min read Confidence Survey Shows Jobs Are Still Relatively Plentiful The first available monthly indicator of the labor market is the "jobs plentiful" series in the Consumer Confidence…
paid Technology • 3 min read Technology Now & Then Are stock market valuations too high? There is no obvious answer to the valuation question. So we are dependent on…
paid Week Ahead • 3 min read The Economic Week Ahead: June 24-28 The key indicator everyone's watching this week is May's PCED (Fri). We expect the Fed'…
public Market Call • 3 min read Market Call: Bad Breadth Again The stock market has a bad breadth problem again. For a while, it seemed to be attributable to the outperformance…
paid Deep Dive • 10 min read DEEP DIVE: Winning Streaks Usually Don't Last Forever TAMED I: Technical Analysis Of Macro Economic Data. Over the past two years, the hard landers had innumerable theories and…
paid Housing Market • 2 min read Multi-Family Housing Glut? Today's batch of economic indicators was on the weak side. Indeed, the Citigroup Economic Surprise Index fell deeper…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 6/19/24 The rates of unemployment and inflation aren’t always inversely correlated, as the Phillips Curve model posits. Historically, they have…
paid Retail Sales • 2 min read Consumers Consuming, Producers Producing & Treasury Borrowing May's retail sales, including food services, rose just 0.1% m/m, weaker than expected (chart). That'…
paid China • 2 min read Recession With Chinese Characteristics China’s May economic indicators were broadly negative, as evidenced by the recent weakness in Chinese stock prices as well…
paid Technology • 3 min read Market Call: Momentum Meltup, Blowoff Top, Or Both? Consumer price disinflation is raising expectations for a Fed rate cut, which is fueling a meltup in stock prices. This…
paid Week Ahead • 3 min read The Economic Week Ahead: June 17-21 The economic week ahead will include lots of economic indicators, which on balance should show that the pace of economic…