The labor market is tight even though the unemployment rate is high. This is the impact of the pandemic and stimulus measures.

Permanent unemployment rose in April as job openings are spiking much quicker than hires which signals high dislocation in the labor market.

If this report holds up through revisions, we can look to initial jobless claims excluding Ohio as the early warning sign that correctly predicted this weak headline reading.

Productivity exploded in Q1 which is a great sign for corporations because they are about to deal with high wage inflation.

Jobless claims fell again while US births crashed in 2020. Will there be a post-pandemic baby boom to solve this long term issue?

We could easily see over 1 million jobs added in April. The labor market is actually tight in a few areas of the economy.

The manufacturing PMIs were both good even though they differed. Costs increased at the fastest rate since July 2008.

Jobless claims keep falling while more people are having trouble finding affordable housing than at any point in the past 60 years.

There is no discernable correlation between tax rate changes and returns in that year. The sector that will see the biggest increase is…

The stock market is being driven by great earnings (healthy), while consensus calls for higher profit margins in 2022 & 2023 (overly optimistic).