Real Wages

Inflation Falls: Is The Economy Even Late Cycle?

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As we previously discussed, real wage growth is becoming a reality, having appeared in August. Average hourly earnings were up 2.9% and weekly earnings growth was 3.2%. Inflation stats have come in below expectations as we will discuss in this article. Before we get to that, it’s worth noting that…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

The Bearish Cases For Equities In 2018

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In this article we will be reviewing some of the bearish cases for equities since they have overcome the correction earlier in the year and are now near record highs once again. The Nasdaq and the Russell 2000 already beat their January highs, but the S&P 500 and the Wilshire…CONTINUE READING