labor force participation

The Reason Behind Rising Yields

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Headline September job growth missed estimates, but the positive revisions to the July and August readings were bigger than the September miss. This explains why it’s best to look at the report holistically. There’s temptation to just look at the most recent month to get an early look at the…CONTINUE READING

Was The August Jobs Report Good or Bad?

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The most interesting part of reviewing the labor market stats is how two analysts can look at the same data and can extrapolate completely different conclusions. We’ll show you the positive and negative theses from the August labor report. First let’s review the headlines. Even in the headlines there is…CONTINUE READING

Why CAPEX Might Not Increase

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We’ve previously discussed the expansion of stock buybacks in a few articles, notably: Are Stock Buybacks Good Or Bad?, Do Stock Buybacks Deserve The Blame For Everything? and Stock Buybacks Harm US Competitiveness. The capital returned to shareholders has been elevated during this market cycle. This trend has caused some economists and investors…CONTINUE READING