Labor Market Rebounds Surprisingly
There was a downward revision, claims fell, and continued claims fell more than pandemic claims rose as markets signal late cycle dynamics…
Read MoreOct 23, 2020
There was a downward revision, claims fell, and continued claims fell more than pandemic claims rose as markets signal late cycle dynamics…
Read MoreOct 22, 2020
As everyone is betting on software and tech, they are actually betting against the real economy improving…
Read MoreOct 21, 2020
The reflation trade is here because of the hope for a fiscal stimulus and therapeutics that allow the economy to fully reopen next year.
Read MoreOct 20, 2020
This is poised to be the worst holiday shopping season since 2009 as home builder sentiment index hit a record high; and more…
Read MoreOct 19, 2020
The industrial production report was bad even though the regional Fed reports were strong in September.
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