Hiring Growth & Job Openings Fall
The JOLTS report showed sequential weakness plus we discuss the impact on future rate cut expecations and is the Fed listening to market or vice versa?
Read MoreOct 10, 2019
The JOLTS report showed sequential weakness plus we discuss the impact on future rate cut expecations and is the Fed listening to market or vice versa?
Read MoreOct 9, 2019
Small business confidence index shows firms are optimistic which is a sharp difference from the negativity expressed by CEOs in the Conference Board survey.
Read MoreOct 8, 2019
CEO expectations for the next 6 months of economic growth are very low while the NBER is late to call recessions. So are we already in a recession?
Read MoreOct 7, 2019
Considering the weak PMI employment, the September BLS was weak enough to allow the Fed to cut rates, but strong enough to ward off fear of a recession.
Read MoreOct 4, 2019
The declines in both ISM reports pushed the futures market to expect two more rate cuts in 2019, bringing the potential total to four cuts in 2019.
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