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US Jobs Market: Onwards & Upwards
We've contended all year that the labor market was normalizing from the unsustainable pace of hiring during the…
Labor Market
17 posts
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The Economic Week Ahead: November 4 - 8
The blockbuster event in the week ahead is Tuesday's presidential election. We're rooting for gridlock, or…
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Help Still Wanted
We don't expect to be disappointed by October's payroll employment report on Friday. Both September'…
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US Economy Passing Tests With Flying Colors
While everyone in our business breathlessly awaits tomorrow's payroll employment report, the economy passed the brunt of this…
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Less Help Wanted: Sign of Trouble for Labor Market?
Nvidia is set to report quarterly results tomorrow. We bet that the company won't disappoint unless it announces…
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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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Low Inflation Readings Stampede the Bulls
On Wednesday, the Federal Open Market Committee (FOMC) warned markets to expect no more than one interest rate cut over…
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Game Over For Birth/Death Adjustment?
Some economists claim that recent nonfarm payroll gains are misleadingly strong and are masking the underlying weakness in the labor…
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Bad News About Goods Is Good News For Bonds & Stocks
The Dow is flirting with 40,000 currently, confirming that good news is good news and bad news is also…
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The Pause That Refreshes Spooks Investors
The vertical momentum rally that started on October 27, 2023 seems to be losing some of its momentum. Maybe. That&…
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Goldilocks Without The Bears
Every now and then, the economy is widely described as being a "Goldilocks" economy. Like Goldilocks' preferred…
