This is an excerpt from our Aug 30 Morning Briefing.Deep Dives (for paid members of QuickTakes) are occasional excerpts from our…
This morning's jobs report for August was a good one even though the unemployment rate rose to 3.7% from…
August's M-PMI provides confirmation of our economic outlook including a growth recession and moderating inflationary pressures. On balance, it should…
The Eurozone's Economic Sentiment Indicator (ESI) slipped further below 100.0 to 97.6 during August (chart below). This indicates…
The S&P 500 fell just below its 50-day moving average today partly because the labor market remains hot. July'…
August's CPI report will be released on September 13. It is likely to show that inflation is continuing to moderate.…
Keeping track of whether Fed Chair Powell is dovish or hawkish is making us dizzy. His latest clues—dropped at last week’…
Our weekly forward metrics for S&P 500 revenues, earnings, and the profit margin continue to accurately track their quarterly counterparts…
Time marches on! September is almost here. The week ahead is packed with employment data starting with July's JOLTS (Tues.…
Fed Chair Jerome Powell did pivot on Friday morning at Jackson Hole in his 8-minute speech on the outlook for monetary policy.…
Fed Chair Jerome Powell's speech today at the Fed's Jackson Hole conference was short and hawkish. He reiterated…
They say that the stock market tends to climb a wall of worry. It has been doing just that since the S&…
