public
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 foreign, are tapping into…
Employment
21 posts
public
paid
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. The banking…
paid
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…
paid
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, May…
paid
The Economic Week Ahead: May 1-5
This is another big week for earnings reports, which have been mostly better than expected so far. In addition, the…
public
Falling Interest Rates
Interest rates continued to fall today after Jamie Dimon, who is the President, CEO & Chairman of JP Morgan Chase, warned…
paid
A Dish of Mixed Nuts
Today's economic indicators show that the labor market remains tight, while manufacturing activity remains weak. That mix supports our soft-landing…
public
The Economic Week Ahead, March 5-10
Fed Chair Jerome Powell will testify on the Fed's semiannual monetary policy report to two congressional committees on Tuesday and…
paid
The Economic Week Ahead, Jan. 30 - Feb. 3
The FOMC meets on Tuesday and Wednesday. Odds are the committee will vote for a 25bps federal funds rate hike…
paid
Strong Labor Market Frustrates Fed
On August 27, 2020, Fed Chair Jerome Powell's speech at Jackson Hole explained why on that same day the Fed…
paid
The Economic Week Ahead, January 3-6
The first week of 2023 will be action packed, especially with so many labor market indicators coming out. If they…
paid
Sweet & Sour
Today's release of November's Consumer Confidence Index showed that the labor market remains relatively tight. The percentage of respondents saying…
