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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 services excluding…
Employment
34 posts
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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 have changed…
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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 anytime soon.…
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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 productivity jumped…
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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.…
