Blaming the Sahm Rule, Carry Trades & Too Many Bulls. The stock markets’ adverse reaction to Friday’s jobs report apparently was…
US stock prices and bond yields rose today following the release of the latest weekly jobless claims report confirming our view that…
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A weak July employment report does not a recession make. The financial markets reacted on Friday as though it does, but we…
BREAKING NEWS: Deputy BOJ Governor Uchida said that the central bank won't raise interest rates when markets are unstable. His…
This morning, US stocks and bonds were quick to price in Japan's stock market carnage overnight. Tokyo's Nikkei…
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The week ahead is relatively light in terms of economic reports. It's also light on talking Fed heads. But, we…
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including their prized LargeCap…
Today was a good day for the diehard hard-landers and the "stag-disinflationists." They're probably high fiving each other.…
The Federal Open Market Committee (FOMC) left the federal funds rate (FFR) unchanged between 5.25%-5.50% at today's…
If economic performance were an Olympic sport, America would sweep up gold medals. The US economy hit record-high real GDP, real consumer…
