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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…
Employment
80 posts
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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…
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The Economic Week Ahead: July 1-5
We know there will be fireworks on July 4th. The question is whether we should expect any blasts or just…
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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…
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The Recession Claim
One of our competitors claims that we are in a recession. Another claims that we will soon be in a…
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Powell Says No Stag, No Flation.
Fed Chair Jerome Powell wasn't dovish at his presser today. But he wasn't hawkish either. He…
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Look For The Union Label In Latest ECI Inflation Rate
Today's Employment Cost Index (ECI) for Q1 was another hotter-than-expect inflation report. It came out just as the…
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The Economic Week Ahead: April 29 - May 3
This could be another action packed week as the Fed's meeting and the latest S&P 500…
