‘Do Something!’

And that, folks, is the week.


Jobs Report Disappoints Bigly, Earnings Miss Too, Sending Dollar, Yields Lower

Don’t worry, December is still in play.

Trader: ‘Virtually No One Cares’

“Numbers have more and more immediate effect with little lasting impact.”

Everything But The Kitchen Sink: Full Week Ahead Preview

Well, there’s not a lot going on in the week ahead and by that I mean there’s so much going on that you couldn’t plan for it even if you wanted to.

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%

Choose Your Own Jobs Adventure! ‘Yields Need To Get Their Mojo Back – Or Else’

“The dollar needs the rise in US yields to get its mojo back – or else.”

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…

Presenting: Jobs And ‘Hope’ Versus The World

“Of course all other data – including housing and real estate, the industrial sector, the personal/household sector and retail & wholesale – generally speaking continue to disappoint.”

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…