What The August BLS Headline Miss Didn’t Tell You
The August BLS had both good news and bad news. A very surprising change in the prime age labor force participation rate could provide the clue.
Read MoreSep 9, 2019
The August BLS had both good news and bad news. A very surprising change in the prime age labor force participation rate could provide the clue.
Read MoreSep 6, 2019
A weak Job Cuts report, a strong jobless claims report, a strong ADP report, a strong ISM PMI, and a weak Markit PMI. What are implications for economy?
Read MoreSep 5, 2019
This article discusses whether rising prices signal a strong economy, how consumers are reacting to tariffs and Fed beige book implications for GDP growth.
Read MoreSep 4, 2019
This article discusses why investors aren’t reacting to the weak manufacturing PMI’s and one inconsistency regarding the narrative on worker pay.
Read MoreSep 3, 2019
This article discusses leading indicators, PMI’s, total corporate profits, recessions and the risks that can occur over the next 6 months.
Read MoreSep 2, 2019
Even though everything seems great, there might be a modest issue in the next few months with the Fed’s favorite inflation metric.
Read MoreAug 30, 2019
This article discusses US real GDP growth and pending homes sales decline, trade worries, capital gain increases & poor international earnings.
Read MoreAug 29, 2019
What is one of the best recession forecasting indicators signaling? Will home price appreciation accelerate with lower rates? And more…
Read MoreAug 28, 2019
Which indicator is right about the economy? Stocks and wage growth are higher than bond yields, while businesses and consumers are show different signals.
Read MoreAug 27, 2019
There is less of a recessionary signal than last month in the Chicago Fed National Activity Index even though 7 of the past 8 readings have been negative.
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