With 362 S&P500 companies reporting Q4 earnings, year over year growth is now 9.3%. An interesting take on this how earnigns are...
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Last week, we looked askance at the GDP release, noting that it did not comport with what we were seeing elsewhere. (Taking Apart Robust...
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Yesterday, we looked at a heatmap of Foreclosures; This turned out to be rather timely, as indicated by a front page article in...
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GDP data came in hot Wednesday, but ISM / Chicago PMI both came in very weak, near recessionary levels. As the nearby chart shows, ISM...
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Nonfarm payrolls increased 111,000 last month. December was revised upwards to a very respectable 206,000 (from167,000), while November...
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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%....
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Q4 GDP came in at a robust +3.5% (versus 3.0% consensus). Let’s take a look at the individual components to see what we can glean...
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Last week, we noted the absurdity of the housing commentary by the oft hallucinatory David Lereah (Existing Home Sales Are Fantastic!)....
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Last week, we looked at how S&P500 companies were doing earnings wise via Birinyi Associates. The numbers were a touch soft (see...
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It seems that everytime we get a major economic release, there is almost an instantaneous headline and commentary generated. This often...
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