Donald Trump has “ruled out” more sanctions on top Chinese officials for now, according the
Category: economy
The News Is Good. But The Wall Of Worry Is Steep.
Drip, drip, drip goes the incrementally positive macro data. Too bad some of it may
‘Not A Great Place’
“I don’t think anybody should leave any bank earnings call this quarter simply feeling like
Core Inflation Snaps Historic Streak With June Rise
In May, core CPI did something it’s never done previously: fall for a third consecutive
End Of The Road: America’s Small Businesses Close For Good In New Lockdowns
“Mr. Muscari, with the business closed and its 30 employees jobless, has nothing left but
$1 Trillion Is The Floor (California Dreamin’)
“Stimulus Talks at Standstill With GOP Yet to Agree on a Proposal” read one feature
Lacy Hunt On Pandemic: Prepare For ‘Years’ Of Low Inflation, High Unemployment, Lackluster Growth
It’s going to be a while before things get back to any semblance of normal.
You’re Looking At The Wrong Unemployment Data, One Bank Warns. The ‘Real Story’ Is Here…
The official number “simply does not reflect the reality of the US labor market”.Â
Jobless Claims Better Than Expected, But Stalled Re-Opening Push Looms Large
Congress will debate the contents of an assumed next round of virus relief later this month.
US Services Gauge Logs Biggest Jump In History. So There’s That.
Employment still looks shaky, though.
Door Number Three
“Where the prophet of doom sits”.
Goldman: US Recovery To ‘Stall’ Amid ‘Dramatic’ Virus Surge
“…officials have paused or reversed reopening in states containing more than half the population”.
No Good Answers (Crunch Time)
“…we see a high risk of a more orderly setback for risk assets”.
China Rising. Europe Trying. Brits Drinking.
Responsible behavior.
Now For The Bad News From The June Jobs Report…
For many, “temporary” precarity has become permanent.
Blockbuster: US Economy Adds 4.8 Million Jobs In Eye-Popping June Payrolls Report
Now questions will turn to the necessity (or not) of another stimulus package.
The Tension Is Thick. But Not As Thick As The Summer Air
…a perfect super spreader event, I might add.
Prayers And Fundamentals.
Joie de vivre.
Optimists Get More Ammo As ISM Climbs Higher
Still, it’s a long climb out of this dark basement.
Is The US Labor Market Back? Wild Revisions And Rampant Ambiguity
Getting a “clean” read on things is well-nigh impossible.
You’re Under Arrest. (Welcome To The Third Quarter)
On that happy note, the third quarter (and second half) of 2020 is underway.Â
Facing Bankruptcy During The Best Quarter For Stocks Since 1998
What a juxtaposition.
Fiscal Cliffs And New Lockdowns Undercut Signal From June Data
In the simplest possible terms…
The Data Is Playing Along
And yet, it all hinges on the jobs report.
Hopefully, So Far, For Now
Investors face an uncertain future after historic rally.
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