“In the weeks ahead, tens of millions of dollars in campaign cash are expected to
Category: economy
A Quick Look Under The Hood Of The October Jobs Report
A better-than-expected October jobs report was immediately met with warnings that the surge in COVID-19
October Jobs Report Easily Tops Estimates. Unemployment Rate Dives
The US economy added 638,000 jobs in October, the BLS said Friday. It was an
Jerome Powell Got Everything Right – Until Someone Asked About Monetary-Fiscal Nexus
Jerome Powell breezed through an uneventful press conference Thursday, sticking largely to familiar talking points
Loud Noises, Red Headlines, And Dangerous Drivers
If anything was clear after Wednesday (a questionable prospect, to be sure) it was that
Jobless Claims Stuck At Pre-Pandemic Record With No Deus Ex Machina Coming
751,000 Americans filed for unemployment benefits last week, slightly more than expected and unchanged from
‘Extraordinary’ Circumstances In UK Can Only Mean One Thing: More QE!
More liquidity. More accommodation. The BOE on Thursday upsized its QE program. That was expected.
In More ‘Canary’ News, US Services Sector Appears To Decelerate
US services sector activity decelerated in October, ISM said Wednesday. The headline print, 56.6, is
Insult To Injury: Lackluster Private Payrolls Cry Out For Stimulus Just As ‘Blue Wave’ Hopes Fade
If ADP is any indication — and it may not be, considering its poor track
Glass Half Full Crowd Gets Another Fireball Shot From Scorching ISM
In another piece of evidence to support the recovery narrative stateside, ISM manufacturing printed a
Fed Meeting, October Jobs Report Are Election Week’s ‘Other’ Big Events
It feels somehow trivial to mention (let alone analyze) next week’s “other” marquee events and
‘Classic Toppy Signs’ In An Insane World
The next US president, whether Donald Trump (again) or Joe Biden, will inherit one of
Americans Don’t Really Care About The Stock Market. But You Can Sure Fool Them
You can scarcely open Twitter without seeing something you don’t want to see, irrespective of
Drunken Dart Games (Don’t Get Excited: This Is About Personal Income And Outlays)
The last of this week’s data deluge washed over markets that didn’t generally care on
From Record-Setting Growth To Double-Dip Recession: Europe’s Fate Seen Sealed
The euro-area economy expanded at a record pace in Q3, as the same “turn the
These Great Numbers
“Biggest and Best in the History of our Country, and not even close,” Donald Trump
Goodbye Goldilocks
The prospect of Republicans holding the Senate and proceeding to block Democratic spending proposals was
Jobless Claims, Signal Versus Noise, And ‘Better’ Versus ‘Good’
The US economy rebounded in predictably robust fashion during the third quarter, but the recovery
Lagarde, ECB Confront Double-Dip Recession As Europe Plunges Back Into Lockdown
While explaining France’s new coronavirus lockdowns, Emmanuel Macron was unequivocal in dispelling the notion that there
US Economy Serves Up Predictably Huge GDP Print. But Does Anyone Care?
The US economy expanded at a record pace in the third quarter, the first read
No Magical Solution
Daily coronavirus cases in Germany topped 20,000 for the first time since the onset of
Difficult Days And Demands Of The People
“As the nation did after Memorial Day, we are [facing] another critical point in the
Fed Is ‘Really’ Out Of Firepower. ‘Only Government Spending’ Can Save Country, Bill Dudley Warns
“If the Fed managed to push that down by another 0.5 percentage point, what difference
This May Be The Biggest Long-Term Risk For Stocks And The Economy
On Tuesday, I talked a bit out the possible disinflationary read-through in the event the
Confidence, Core Competencies, And CAT Naps
Are the “fundamentals” sound? The answer on Tuesday was: “It’s complicated.” Durable goods orders beat,
Eating Out In Germany & Drinking Water On The Moon
Lockdown worries continued to plague market psychology Tuesday, or at least as it relates to
Diminishing Returns And Fears Of The Unacceptable
“Delicate” was an appropriate adjective on Monday when it came to describing the prevailing mood
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