Search Results for:

Productivity exploded in Q1 which is a great sign for corporations because they are about to deal with high wage inflation.

Jobless claims fell again while US births crashed in 2020. Will there be a post-pandemic baby boom to solve this long term issue?

We could easily see over 1 million jobs added in April. The labor market is actually tight in a few areas of the economy.

The manufacturing PMIs were both good even though they differed. Costs increased at the fastest rate since July 2008.

Jobless claims keep falling while more people are having trouble finding affordable housing than at any point in the past 60 years.

There is no discernable correlation between tax rate changes and returns in that year. The sector that will see the biggest increase is…

The stock market is being driven by great earnings (healthy), while consensus calls for higher profit margins in 2022 & 2023 (overly optimistic).

The banks are quickly acquiring one another with 2021 on pace to have the highest M&A activity in over 10 years.

Mentions of inflation have increased more than they ever have (since 2003) in the past few months. We haven’t seen high inflation since 2003.

The yearly change in margin debt is modestly above the stock market but cash holdings by S&P 500 firms are substantial with rising profits.