paid Labor Market • 3 min read US Economy Passing Tests With Flying Colors While everyone in our business breathlessly awaits tomorrow's payroll employment report, the economy passed the brunt of this…
paid Geopolitics • 3 min read Stock Market Flinches On Widening Middle East War Stock prices and bond yields dipped while oil prices jumped this morning. In Washington, a senior White House official said…
paid Yield Curve • 3 min read September Has Been A Busy Month So Far During the first two trading days of September, stock prices, oil prices, and bond yields fell sharply; the Department of…
paid JOLTS • 2 min read Fed Put Jolts Stocks To New Record High The S&P 500 jumped to a new record high of 5509 today on better-than-expected Tesla vehicle deliveries. In…
paid Labor Market • 2 min read Game Over For Birth/Death Adjustment? Some economists claim that recent nonfarm payroll gains are misleadingly strong and are masking the underlying weakness in the labor…
paid Fed • 3 min read Is The Fed Put Back? The financial markets seem to believe that the Fed Put is back. The recent batch of weaker-than-expected economic indicators raised…
paid JOLTS • 2 min read 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…
paid Stock Market • 2 min read Halloween Is Over. Is Santa Here Already? It's possible that the S&P 500 bottomed today. Bond King Jeffrey Gundlach appeared on CNBC following…
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 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…
paid Unemployment • 2 min read Two Known Knowns About the Economy Investors are confused: Is the economy strong or is it weak? The answer is "Yes." The labor market…