What Is The Manufacturing Sector Doing? Making Sense Of Mixed Data
The Markit PMI was more negative than the ISM PMI earlier in the year. The latest readings are a role reversal. So what does it mean?
Read MoreOct 2, 2019 | Markets & Economy, Recommended
The Markit PMI was more negative than the ISM PMI earlier in the year. The latest readings are a role reversal. So what does it mean?
Read MoreSep 4, 2019 | Markets & Economy, Recommended
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 | Markets & Economy, Recommended
This article discusses leading indicators, PMI’s, total corporate profits, recessions and the risks that can occur over the next 6 months.
Read MoreAug 16, 2019 | Markets & Economy, Recommended
Is it possible for an economic slowdown/recession to not affect consumers? We review that plus the July retail report & record low inflation expectations.
Read MoreAug 15, 2019 | Markets & Economy, Recommended
Yield curve inversions occur less than 2 years before recessions on average, but the story is more nuanced than that when looking at household leverage.
Read MoreAug 12, 2019 | Markets & Economy, Recommended
So much information, we couldn’t fit everything into the title. From housing, hiring and retail sales, to inflation and what the Fed does next.
Read MoreJun 11, 2019 | Markets & Economy, Recommended
For much of the JOLTS report’s recent history, we have seen the gap between job openings and...
Read MoreJun 7, 2019 | Markets & Economy, Recommended
Labor market data has been mostly good, although there have been a couple negative readings....
Read MoreMay 28, 2019 | Markets & Economy, Recommended
When the Fed starts hiking rates, it’s the beginning of the end of the business cycle. That being...
Read MoreApr 22, 2019 | Markets & Economy, Recommended
With this expansion nearly reaching the longest since the 1800s, one of the top discussions among...
Read MoreApr 18, 2019 | Markets & Economy, Recommended
It’s not popular to say the IPO (initial public offering) market isn’t signaling the stock market...
Read MoreFeb 28, 2019 | Markets & Economy, Recommended
It’s very easy to get caught up in the housing bubble talk because many indicators in November and...
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