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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.…
Employment
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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…
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The Economic Week Ahead: July 31-August 4
The M-PMI is released on the first business day of each month. The NM-PMI is released two days later. We…
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July's Consumer Confidence Up As Jobs Remain Plentiful
Among the earliest monthly indicators of the US jobs market is the consumer confidence survey conducted by the Conference Board.…
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Hot Job Reports Hit Stocks & Bonds Like A Bucket Of Cold Water
The job market is still hot despite the 500bps increase in the federal funds rate since March of last year.…
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The Economic Week Ahead: July 3-7
The first week of every month tends to be jampacked with employment and PMI releases. All eyes will be on…
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Onshoring Is Happening Now. Don't Underestimate MAMA!
Don't underestimate "MAMA," which stands for “Making America Manufacture Again.” Manufacturers, large and small, domestic and…
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S&P 500: Smooth Sailing to Another 2023 High
Hooray! The US government won't default on its debts. There are plenty of jobs. Unit-labor-cost inflation is moderating.…
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The Economic Week Ahead: May 30-June 2
Now that a debt deal is on the verge of becoming a done deal, the markets can focus on economic…
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Hard to Have a Hard Landing When Employment Is Growing
The S&P 500 rallied on Friday following yet another stronger-than-expected employment report. In his press conference on Wednesday,…
