Search Results for:

It’s really surprising to see such weak retail sales growth. Investors are looking towards 1H 2020 and ignoring the potentially weak 2H 2019.

Stocks have priced in an economic recovery next year, even though earnings estimates aren’t overly supportive of this. Is the best case scenario priced in?

The Fed doesn’t plan to cut or increase the fed funds rate in 2020, but could it be making the same mistake it made in December 2018?

This report differs dramatically from the weakness shown in the ADP report while ECRI leading index, which predicted the current economic slowdown, shows…

Wall Street has correctly predicted some of the biggest turning points in the past 21 years as consumer sentiment is optimistic and PMIs suggest recovery.

Education and healthcare grows as a percentage of the labor market while job creation is over double the amount needed to keep up with population growth.

Most labor reports have been strong except for the ADP report while the South has had the biggest jump in job cuts by far in 2019, with job cuts up 50.9%.

The manufacturing sector appears to be recovering from an inventory overhang while very small firms have lost jobs in 5 out of the past 7 months.

The negative earnings to price divergence ratio is the highest in the past 2 years showing that stocks are overvalued, which also affected recession odds.

The Markit report has a higher correlation with manufacturing production than the ISM PMI which only includes large firms. Which is right?