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There was a big decline in job cut announcements and in hiring announcements. Initial claims are still very high and continued claims have stabilized.

In April consumers had record high income growth. However, it seems unlikely that most people will get their jobs back by the end of July.

The stock market is almost back to its February peak even though the recovery in lost GDP might not come for another 9 years.

Consumer spending growth stopped improving this past week while 48% of small businesses can’t pay their June bills. Will the stock market continue to rally?

Normally as the stock market rises, investor optimism increases. However, in this run there has been extreme skepticism. Here’s what markets are pricing in

Consumers expect higher inflation even though inflation fell in April, while the Fed is nowhere near hiking rates and could be in a bind if inflation rose.

The jobless claims report improved in two ways. The percentage drop was larger & number of continued claims fell, usually signaling the end of recessions.

The economy is improving as expected, however at a very slow pace as labor market weakness continues. Here are the risks that continue to permeat…

Most of the workforce won’t shift to remote work. Q2 earnings will be terrible, but many firms will bring back guidance which could be a huge positive.

This has been the 3rd largest bear market rally partially because of the extreme fiscal and monetary stimulus programs, but also because of…