During yesterday’s discussion with Doc Yardeni, he described an economy with employment so full that we couldn’t possibly...
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Usually, when we have a lousy NFP number, the Household survey Bulls come out, touting the superiority of that metric. Their...
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Everyone’s favorite datapoint is out today: Non-Farm payrolls gets released at 8:30. Of course, I am sticking with the...
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NOTE: This Trading alert was originally posted at Ritholtz Research & Analytics on Thu 8/3/2006 3:05 PM EDT; An email went out...
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One of the more astonishing things I’ve come across recently was an utterly disingenuous article in Sunday’s Times:...
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Last weekend, in Redux: Household versus Establishment Surveys, we noted the silliness of trying to make the BLS Household Survey somehow...
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Has the US labor market has had its day? “Analytically, this expectation is based on a deceleration in GDP growth primarily caused by...
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One of the more interesting issues I observed last week (albeit from a distance, margarita in hand) was the pre-NFP excitement generated...
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One last item: "The Labor Department’s payrolls report is also at odds with its own survey of households, which is used to...
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As we expected, yesterday’s NFP was another stinkeroo. The 121k number was significantly below the 200k consensus, and far, far...
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