A couple of things to keep an eye on when the NFP numbers come out at 8:30am this morning: 1) Consensus is 115,000 for new jobs in...
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David Leonhardt, in today’s NYT column, It’s the Year to Keep an Eye on Paychecks: "Before the present wage surge began,...
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John Mauldin took the weekend off, so I offered up the most recent Market Commentary from RR&A as a guest piece: Real Estate...
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Let’s have a go at some historical charts that might be influencing the FOMC today. Everyone is pretty much expecting a "No...
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Last month, we retired the Over/Under bet. The monthly and annual BLS revisions have conspired to make the initial numbers all but...
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On the Contrary: I am a big fan of contrary analysis, looking for where the masses and the media are exactly wrong about a major...
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How important was the economy to the election? According to exit polling data, it was the top issue, polling higher than Iraq, Terrorism,...
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There were two rather interesting points worth repeating in Barron’s Up and Down Wall Street column this morning. The first will be...
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Sy Harding, author of Riding the Bear, writes: “In the fine print of the employment report each month, under a section titled...
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How did we get to that 4.4% unemployment rate? The answer lay in Table A: The “Employment” component expanded by +437k; Note...
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