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 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'…
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…
paid Deep Dive • 3 min read DEEP DIVE: Inflation - Why the Long Face? Among the hottest topics at dinner tables and at corporate boardrooms tables across the country—not to mention election campaign…
paid Labor Market • 2 min read Low Inflation Readings Stampede the Bulls On Wednesday, the Federal Open Market Committee (FOMC) warned markets to expect no more than one interest rate cut over…