I haven’t really commented much about the GM/UAW. Mostly, because I don’t have much interest insight into either side of the...
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We have long railed against the absurdity of the CPI data. The ridiculous adjustments, the lack of correlation between CPI prices and...
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Sometimes, the headline copywriter just gets it wrong. When initial unemployment claims fell 9,000 to a seasonally adjusted 311,000, it...
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Another ominous chart — this one via Floyd Norris of the NYT: "The employment statistics and the bond market are combining to...
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Fascinating set of charts via Martin Pring at Real Money, applying trend following and technical analysis to NFPs. "Technicians...
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Directly on point with our last post on NILFs and the labor participation rate, David points us to this delicious econ-wonk chart...
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Because of the office move (broadband gets hooked up today tomorrow), I have been a few days behind in tearing apart major releases....
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Regular readers of The Big Picture will recognize the sentiment presented below. Its a simple 3 part analysis: 1) The economy is soft; 2)...
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Very interesting NFP report today, with all sorts of cross currents at play. The consensus of Wall Street economists is for the...
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All eyes are on Friday’s NFP Report. With the markets desperately rooting for a Fed cut, especially after yesterday’s rather...
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