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The Economic Week Ahead: December 2-6
We expect to see more animal spirits during the economic week ahead. It is chock-full of updates of labor market…
Employment
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Going Nowhere Fast?
The S&P 500 equal-weighted index has been going nowhere fast since the Fed cut the federal funds rate…
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The Economic Week Ahead: October 28 - Nov 1
The week ahead is jampacked with key indicators for the labor market, economic growth, and inflation, as well as more…
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Big Employment Increase Puts Recession Story to Bed
This morning's payroll employment report for September and upward revisions for July and August were much stronger than…
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The Economic Week Ahead
The week ahead is jampacked with employment indicators. The Fed started a new monetary easing cycle on September 18, cutting…
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The Great Normalization
Oops: Bloomberg reported on Tuesday after the stock market closed, that the Department of Justice (DOJ) had sent Nvidia a…
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Don't Sweat Tomorrow's Payroll Revisions
Tomorrow, the Bureau of Labor Statistics (BLS) will release its Quarterly Census of Employment and Wages (QECW) for the 12…
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Beryling Toward Rate Cuts
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including their…
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Rotating Market Betting On Pivoting Powell
This is what Fed Chair Jerome Powell is likely to say at his presser tomorrow: "The economy has been…
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The Economic Week Ahead: July 29-Aug 2
The week ahead is packed with economic indicators, but all eyes will be on the Fed's interest rate…
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An Earnings-Driven Bull Market
Yesterday, we suggested that the stock market selloff since the July 16 record high in the S&P 500…
