Here’s a fun thing to do between now and Friday’s NFP data: You can play Payroll Employment: The Home Game: "Every month...
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The data keeps coming, and its getting harder for the perma-bulls to rationalize the information. Earlier in the month, University of...
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One of the main Bullish arguments has been that very strong Earnings are not signalling a major slowdown. I find that argument...
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Marketbeat observes "one puzzle about yesterday’s existing-home-sales data from the National Association of Realtors is that,...
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I have been fond of saying that the equity traders are the hormonal teenagers of the capital markets (traders think of markets as a daily...
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What are Car-Sales Saying About a Recession? According to Floyd Norris of the NYT, potentially alot. In his column in today’s...
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When a few people email the same question, it makes me wonder what the basis of the story might be. Yesterday, several emailers noted...
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Today’s data release got the party rolling: Core PPI (excluding food and energy) fell 0.3%, the first such drop since October...
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One of the more interesting issues of any modelling or statistical work is whether they have the attributes of Accuracy or Precision....
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David Merkel at RM notes that as controversial as the word "Stagflation" is, it is getting more popular as "references to...
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