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US Economy Is Still Resilient, But Tariffs Pose Risks
Today's batch of economic data releases was positive on balance but also suggests that Trump Tariff Turmoil 2.…
Purchasing Managers
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Bond Vigilantes Put 5% Yield In Crosshairs
The US economy continues to roar. December's ISM purchasing managers survey showed that services activity remains strong. The…
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Let The Good Times Roll
Salesforce beat Q3 earnings expectations today, but that's not what drove the company's shares 11% higher.…
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The Economic Week Ahead: December 2-6
We expect to see more animal spirits during the economic week ahead. It is chock-full of updates of labor market…
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The Economic Week Ahead: November 25-29
The week ahead is jampacked with economic indicator releases, all in the first three days before the Thanksgiving holiday. They…
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Risk On, Risk Off
Today was a good day for the diehard hard-landers and the "stag-disinflationists." They're probably high fiving…
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US Purchasing Managers Report Weakening Economy
Among last week’s batch of weaker-than-expected economic indicators were April’s M-PMI and NM-PMI compiled by the Institute for…
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Powell On "60 Minutes"
Fed Chair Jerome Powell wants to make sure we all get the message he delivered at his presser last Wednesday.…
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Soft Landing Remains In Play and Bullish
The S&P 500 is taking a rest just north of 4550 and south of 4600. Stock investors are…
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Stormy September So Far
Good news is bad news again. The stock and bond markets sold off yesterday following better-than-expected readings for August'…
