What’s Actually Different This Time?
The historic shutdown and reopening of the economy continues to torque financial markets and analyst expectations.
Trying to Stick the Landing: Can the Stock Market Do It?
Soft landing or no soft landing, that is the question. But while this may be the most commonly asked question these days, it may not be the most important or the toughest.
Job Market Remains Resilient Despite Higher Rates
The economy added 263,000 jobs in November, a decrease from October but a large upside surprise highlighting the continued resilience of labor markets.
The Case for a U.S. Recession Weakens
Odds are still perhaps a coin flip or better that a recession may come in the next year. Here we update changing prospects and what they might mean for stocks.
April 1st employment report was no joke: the labor market is tightening
The U.S. economy added 431,000 jobs in March and February job estimates were revised higher, pushing the 3 month average gain to 562,000. Unemployment ticked down to 3.6 percent, indicating a tightening labor market.
It’s a Job-Seeker’s Market
More and more people are saying, “I quit!” as competition for qualified workers heats up. The tightening labor market is putting upward pressure on wages, as employers try to hang onto current employees or bring in new staff.
US Jobs Recovery Is Slowing
The pace of US jobs growth slowed further in November, adding fuel to what’s been borne out by recent high-frequency data: The economic recovery is increasingly cooling in the face of rising COVID-19 cases and renewed lockdowns.
Job Growth Continues as COVID-19 Cases Rise
The US labor market shrugged off election uncertainty and continued to add jobs in October.
Leading Indicators Show Slowing Pace of Economic Recovery
The Federal Reserve’s (Fed) Beige Book presented qualitative data that suggested the pace of the economic recovery had been tapering, but now we have quantitative data that is confirming the survey data.
Analyzing the Jobs Report
The jobs market remains strong, as the August nonfarm payrolls came in at a solid 1.37 million jobs created, right in line with expectations. This was the fourth consecutive month …