Last week's economic data confirmed that consumers are still consuming, the labor market is fine, small business owners are more…
The week ahead is light on economic data. However, there will be lots of news coming out of Jackson Hole, Wyoming from…
There’s no sign of an imminent recession in the latest earnings reporting season. Joe notes that more than 90% of the…
This morning's data tsunami showed that the labor market remains in good shape and is fueling consumer spending. The latest…
China's economy is faltering. July data suggest the government will have to provide more stimulus to meet its 5% economic…
On long car rides, the kids in the back seat ask their parents, “Are we there yet?” Investors have been asking the…
Corporate earnings have never been higher, suggesting that employment should continue to grow as profitable companies expand their payrolls. Today, Ed and…
This morning's July PPI was cooler than expected, rising just 0.1% m/m and 2.2% y/y. The…
The war in the Middle East may be about to widen. Consider the following: (1) The Israeli intelligence community reportedly believes that…
Now that the S&P 500 companies are more than 90% through the Q2 earnings reporting season, let's do…
We've been expecting the stock market to churn for a while. We didn't expect it would churn so…
The week ahead is packed with economic reports. In addition, more Fed talking heads are likely to opine on last week'…
