Job Gains: How have Presidents fared?
Jobs-data-palooza continues, with an analysis of the jobs data for each Presidential term, by Global Insight (via WSJ). Note that most...
Employment Report: Let the Rationalizations Begin!
U.S. employers added 146,000 workers in January, less than expected, BLS reported. The unemployment rate fell to a three-year low of 5.2...
Economists React to Jobs Data
You can have fun parsing a few of these answers . . . I have an idea, lets play a guessing game: Can you guess which economist is...
Chart of the Week: Personal Expenditure Income Ratio versus...
Our latest chart comes courtesy of Michael Panzner, author of "The New Laws of the Stock Market Jungle" click for larger...
Fed Speak: Compare & Contrast
The online WSJ does a terrific job every FOMC meeting, parsing the changes in the Fed announcement: click for bigger graphic Very well...
Why GDP is Soft, and is likely to stay that way
Yesterday’s GDP number was a downside surprise — at least to some. I love when CNBC schedules mega-Bulls for Squawk...
A Promising Start, But . . .
I’ve been hearing a lot of chatter rationalizing the weak market the past few weeks – as well as euphoria for yesterday’s rally. I...
Chart of the Day: Inflation Adjusted Crude
Crude has been rallying and is once again approaching $50 per barrel. The mild December lulled traders (who apparently forgot it gets...
Yes, but . . .
I have to take issue with some of the economics I see discussed around town lately: Seasonality was preempted by an overextended Q4...
Sliding Dollar: Hidden Strengths? Miracle Cure? None of the above?
I have been meaning to follow up on an excellent chart from the WSJ. Also, I hear from D.C. that we have a strong dollar policy. Thank...