Its that time: Today, we get January Non-Farm Payroll data from the BLS. Consensus is 167,000 new jobs, with unemployment steady at 4.5%....
Read More
DOH! I thought I posted this before I headed out earlier today — here is a belated update ~~~Heckuva a number, Ben. As...
Read More
A couple of things to keep an eye on when the NFP numbers come out at 8:30am this morning: 1) Consensus is 115,000 for new jobs in...
Read More
David Leonhardt, in today’s NYT column, It’s the Year to Keep an Eye on Paychecks: "Before the present wage surge began,...
Read More
John Mauldin took the weekend off, so I offered up the most recent Market Commentary from RR&A as a guest piece: Real Estate...
Read More
Let’s have a go at some historical charts that might be influencing the FOMC today. Everyone is pretty much expecting a "No...
Read More
Last month, we retired the Over/Under bet. The monthly and annual BLS revisions have conspired to make the initial numbers all but...
Read More
On the Contrary: I am a big fan of contrary analysis, looking for where the masses and the media are exactly wrong about a major...
Read More
How important was the economy to the election? According to exit polling data, it was the top issue, polling higher than Iraq, Terrorism,...
Read More
There were two rather interesting points worth repeating in Barron’s Up and Down Wall Street column this morning. The first will be...
Read More