Goldman Raises December Rate Hike Odds After ‘Strong’ Payrolls Report

Bad news for stocks?


Jobs Report Misses Badly, Earnings Beats ‘Bigly’

U.S. Sept. Nonfarm Payrolls Fell 33k
Avg. hourly earnings 0.5% m/m, est. 0.3%, prior 0.2%

‘Your Guess Is As Good As Mine’: One Trader Tells You How Friday Is Going To Go

“Still, like it or not, traders will scream about, and trade on, misses or beats of statistically meaningless amounts to a number whose meaning will only be really known in hindsight.”

Holiday Road.

“Well, that’s nothing to be proud of, Rusty…. 50 yaaaards.”

Analysts Weigh In On What You Thought Was An Unambiguously Bad Jobs Report

Ok, it’s time for everyone to try and read the tea leaves from the August jobs report, although honestly, this seems like one of those cases where most of what you need to know is in the headline prints. Now that doesn’t mean there aren’t some juicy nuggets (not the McDonald’s ones Trump likes) buried…

Manic Markets Reverse Jobs Knee-Jerk, But ‘There’s No Chance Of December Hike’

You want a reason to be dovish, you’ve got one now.

Dollar, Yields Fall As Jobs Report Misses

Well, it’s jobs day and there are a couple of ways you can approach the August print. 

Damned Data – Full Week Ahead Preview

Ok, so the overarching narrative for this week shouldn’t be materially different from last week – people will be concerned about the same things, namely the looming debt ceiling debate, the odds of a government shutdown which ebb and flow with whatever shows up on Trump’s Twitter feed, and the fallout from North Korea’s latest…

The Only 2 Jobs Charts You Need (‘God’ Is Laughing)

“The greatest jobs President that God ever created.”

Trump Explains Jobs Beat: ‘Me’

“…and I have only just begun.”

Jobs Report Beats

U.S. July Nonfarm Payrolls Rose 209k; Unemp. Rate at 4.3%

Avg. hourly earnings 0.3% m/m, est. 0.3%, prior 0.2%; Y/y 2.5%, prior 2.5% est. 2.4%

Jobs, Central Banks, & A Mushroom Cloud Over Pyongyang: Epic Week Ahead Preview

Well, here’s hoping this week lives up to last week…

Jobs Report Beats, But Average Hourly Earnings Misses

U.S. June Nonfarm Payrolls Rose 222k; Unemp. Rate at 4.4%

Avg. hourly earnings 0.2% m/m, est. 0.3%, prior 0.1%

Jobs Report, Chilled Urine, And Kashkari’s Rib Roast: Full Week Ahead Preview

If you were following along last week, then you already know what to look for in the week ahead. After the hawkish procession in Sintra, Portugal, which catalyzed an impressive euro rally and led directly to sharply higher DM rates, it’s now all about how markets attempt to price the beginning of the end for accommodative…

Chart Of The Day: Retail Jobs “Gap” Now Widest Since Crisis

The “retail apocalypse” story has become so ubiquitous at this point that I’m reasonably sure “Joe the plumber” would short CMBX 6 BBB- if he could. And although there are plenty of folks out there who will tell you that reports of brick and mortar’s imminent demise may be exaggerated, I’m willing to bet that…