There was a downward revision, claims fell, and continued claims fell more than pandemic claims rose as markets signal late cycle dynamics…

As everyone is betting on software and tech, they are actually betting against the real economy improving…

The reflation trade is here because of the hope for a fiscal stimulus and therapeutics that allow the economy to fully reopen next year.

This is poised to be the worst holiday shopping season since 2009 as home builder sentiment index hit a record high; and more…

The industrial production report was bad even though the regional Fed reports were strong in September.

The labor market is getting worse which means the October labor report will be bad. The economy needs a stimulus and a COVID-19 solution.

Even if the earnings results beat estimates by a wide margin, we are still looking at a greater than 15% decline from last year.

Small businesses are confident which is odd given their struggles while shelter inflation and medical services inflation fell sharply.

The fact that small businesses are in trouble actually helps large companies for now because it means less competition.

US investors have such high expectations of their portfolios’ future returns that the market is almost assuredly going to disappoint them.