Global Competition for Talent
Back in January of 2004, we looked at the issue of whether the balance of scientific power was shifting away from the U.S. The concern...
Implications of inverted yield curve for equities
More good stuff from Mike Panzner: "On the heels of this morning’s weaker-than-expected jobs report, the U.S. treasury...
Economists React to NFP
> We once again rely on the very excellent Online WSJ for a quick review of the Dismal Scientists re: the "puzzling results"...
NF Payrolls Disappointment
I have to disagree with the assessment of job growth as "steady." Its not — its been erratic, weak and...
NonFarm Payrolls: 78,000 new jobs
There’s two pieces of good news, and one piece of bad news. The 1st good news is that the Fed tightening cycle is all but over....
Taking the Under, once again, on NFP
I am once again taking the Under on the Economist’s consensus of 185,000 increase in payroll jobs. I still believe the April data...
PMI disappoints
somehow, this never went live on June 2nd — I am reposting it now, on June 3, 10:56am U.S. manufacturing expanded at a...
Weekend Wrap Up
Add weatherman to the list of prognosticators (including economists and strategists) who often get it wrong. Despite the forecasts for a...
Half of New Jobs Are Real Estate Related
Did that title get your attention? Its barely an exaggeration: We’ve discussed — quite extensively — how stimulus...
Conundrum Revisited
There were several things we didn’t get to discuss last night regarding the Conundrum discussion. 1. Demand and Supply...