By now, you saw the headline data: Unemployment fell 0.4% to 9.4%; NFP increased by 103,000 in December. Let’s take a closer look...
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The bullish case is pretty well established right now and there is no sense repeating them but what may be ignored are these half-dozen...
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By now, you should be well aware of my NFP data views: The Employment situation has been gradually improving, but at a slow rate that...
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Global Macro Monitor produces informed opinion about markets and the global economy. This was originally published on January 3, 2011 ~~~...
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U.S. stocks were mixed today, holding onto most of this week’s gains ahead of tomorrow’s highly anticipated nonfarm payroll...
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Its been a while since our last site upgrade. In the intervening months, a number of good suggestions were made by readers, colleagues...
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Chris Whalen and Dylan Ratigan chat about Bank of America: “What’s going on with Bank of America, and why does it matter?...
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Here are the latest additions to my Instapaper: • Shadow inventory backlog still growing (FT Alphaville) • The Tyranny of Defense...
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We’ve taken many longer term looks at the markets (See, for example, this, this, this or this) but the following chart from UBS...
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