paid Fed • 2 min read 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…
public S&P 500 • 2 min read Thanks! We wish you a great Thanksgiving Day tomorrow with your family and friends. We thank you for your interest in…
paid Employment • 2 min read 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…
paid Week Ahead • 2 min read 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…
public Bonds • 2 min read 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.…
paid Employment • 2 min read 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…
paid Employment • 2 min read 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…
public Productivity • 1 min read 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…
paid Week Ahead • 2 min read 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…
paid Consumer Confidence • 1 min read 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.…
paid Employment • 2 min read 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.…
paid Week Ahead • 2 min read The Economic Week Ahead: July 3-7 The first week of every month tends to be jampacked with employment and PMI releases. All eyes will be on…