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The Economic Week Ahead: January 2–5
We made it through another year of living dangerously: 2024 is here! The first week of the new year is…
Employment
73 posts
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Productivity Revised Up
The stock market marked time again today with the S&P 500 remaining around 4550. The 10-year Treasury bond…
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Inflation Cooling
Stocks rallied today as October's PCED inflation rate continued to moderate. Most importantly, the inflation rate of PCED…
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Loose Fed Lips Sink Yields
Not much happened in the stock market today even though the 10-year bond yield fell to 4.34% from a…
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Thanks!
We wish you a great Thanksgiving Day tomorrow with your family and friends. We thank you for your interest in…
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Will Powell Sound More Dovish On Wednesday?
The short answer is: We doubt it. It's unlikely that his views on the economy and monetary policy…
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The Week Ahead: October 29 - November 3
Investors would clearly like to see peace on earth and goodwill towards all people. But that ain't happening…
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Some Good News From The Bond Market
Hurray! The bond market will be closed next Monday for Columbus Day. It has done enough damage in recent weeks.…
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The Economic Week Ahead: October 2 - 6
The first week of the month is usually jampacked with employment indicator releases. On balance, we expect they will show…
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Hooray! Job Openings & Quits Fall
The stock market rallied on Friday, Monday, and today despite Fed Chair Jerome Powell’s hawkish speech at Jackson Hole…
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Upside Productivity Surprise Subdues Inflation, Maybe
Wow! This morning's Q2 Productivity and Costs report was surprisingly good, but a bit hard to believe. Nonfarm…
