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The Economic Week Ahead: March 4 - 8
The week ahead is jampacked with employment indicators. We expect that January's JOLTS report (Wed) and February'…
Employment
73 posts
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50 Shades of Bright Colors
The economic picture remains bright. The Atlanta Fed updated its GDPNow model today. Q1's real GDP is tracking…
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Higher For Longer
We've been in the higher-for-longer camp regarding the outlook for the federal funds rate (FFR) since the end…
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It Was Cold In January, But Spring Is Coming!
Retail sales fell 0.8% m/m in January, much weaker than expected (chart). Leading the way down was a…
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Inflation Scare
Today, January's CPI inflation rate was slightly higher than expected. But the upside surprise was enough to convince…
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Happy Groundhog Day!
Punxsutawney Phil, the famous groundhog, woke up this morning and did not see his shadow, calling for an early spring.…
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Help (Still) Wanted
The job market remains strong. That was the message from a couple of labor market indicators today. The most timely…
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The Economic Week Ahead: January 29 - February 2
The FOMC meets Tuesday and Wednesday with Fed Chair Jerome Powell conducting a press conference Wednesday afternoon. We expect no…
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This Week: January 8 - 12
The second week of the month tends to be light on economic releases compared to the other weeks of the…
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Market Call: What Should We Root For?
Both the bond and stock markets didn't do much on Friday following the release of December's…
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What's Next?
Rollercoaster rides are unnerving on the way up and then thrilling on the way down. Stock markets are thrilling on…
