As much as I typically like to discuss NFP on the first Friday of each month, I find myself unable to muster the usual blather. Not...
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A few items on the Housing front worth reviewing this morning — two data based, the other two are more of a media/anecdotal set of...
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A nice pair of charts from the St. Louis Fed explains part of our fears for a contraction in the coming quarters. Note the shaded gray...
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On Thursday, we discussed another employment measure, assembled from the quarterly census of state unemployment insurance records. This...
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As we wait for the 10:00 am Existing Home Sales Data (I will be on the beach by then) let’s have yet another look at the New...
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Commerce Department reported that April new-home sales jumped an unexpected 16.2% — the biggest monthly gain in 14 years. The year...
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We have long stated that the official BLS data was a rather artificially optimistic assessment of the actual employment picture. Our...
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Can CPI go lower, regardless of what inflation actually does? Yes, according to Barclay’s Capital Research (whic we cited earlier)....
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What do apartment rents in NYC have to do with Federal Reserve policy, interest rates, and rising bond yields? According to a recent...
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This week’s Up and Down Wall Street looks at a recent analysis out of QB Partners. They are a hedge fund run by Lee Quaintance and...
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