The Tail Wags The Dog
There are now 7.285 million continued claims. The peak last cycle was 6.635 million. What are the expectations for the upcoming few weeks?
Read MoreNov 6, 2020
There are now 7.285 million continued claims. The peak last cycle was 6.635 million. What are the expectations for the upcoming few weeks?
Read MoreNov 5, 2020
Europe and America have different COVID-19 strategies, but they both might lead them to weaker economies and a bad outbreak of the virus.
Read MoreNov 4, 2020
Once the news headlines stop driving the market up and down, we can settle on focusing on the implications of the ballot measures.
Read MoreNov 3, 2020
House price growth is much higher than rent inflation and income growth. If rates rise with cyclical economic growth, that could hurt prices.
Read MoreNov 2, 2020
The long bond is selling off in anticipation of a stimulus and a reopening of the economy next year. That could be bad news for…
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