When it comes to the Non Farm Payroll data, I have been taking "the Under" for several years now. The bet has been...
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Short version: A group of Fed researchers presented a paper that rebuts the slack in the labor market argument. The Fed, therefore, is...
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Some highlights from the details of this NFP report: The average work week surprsingly fell -0.1 to 33.7 hours — that hardly...
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Should we put so much weight on NFP? Statisticians suggest "probably not." The WSJ lays the blame for the latest...
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Today’s NFP data has the potential of being extremely significant to the market — more so than usual. Why? Blame Interest...
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In case you missed it, there was a front page NYT story on Women’s decreasing work force participation. We have covered the issue...
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I have a new column up at TheStreet.com, titled The Street Gets Inflation Threat Backwards. It is an expansion of a few recent...
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Yesterday, we discussed the lack of wage inflation and all the slack in the Labor market. To really understand how little "[wage]...
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One of the odder aspects of analyzing the economy and capital markets comes when you reach a significant disagreement with the mainstream...
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As the 5 year chart below reveals, there has been no wage pressure in the economy over the past 5 years. The most recent drop and snap...
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