Employment
83 posts
Inflation Cooling
Stocks rallied today as October's PCED inflation rate continued to moderate. Most importantly, the inflation rate of PCED…
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…
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…
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…
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.…
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…
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…
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…
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…
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.…