Something’s Not Working Out
When’s the last time you got a call from the Bureau of Labor Statistics? Let’s look at employment and why I kinda agree more with Christopher Waller than Kevin Warsh right now….
ISM Services PMI Points to Greater Inflation Pressure
Other August Service PMI data was good for GDP forecasts, but that wasn’t the case for job creation.
Dell’s Big AI Boost: 8 Key Items Shaping the Stock Market Wednesday
U.S-Iran fighting escalates, but oil prices dip, ADP’s August jobs figure issues, plus other headlines moving the market this morning.
Market Sees Worst Action in Months, Putting New Pressure on Labor Data
New lows outnumbered new highs three to one with no rotation or dip buying taking place.
Bond Yields Make for a Not So Nice Start to September: 8 Key Items Shaping the Stock Market Tuesday
S&P 500 levels to watch, August PMI on deck, Apple’s new sheriff is in town, and other headlines moving the market this morning.
What’s Behind the Bond Trouble
Let’s see what’s causing the big bond selloff, why I don’t believe they’re collapsing, and some words on that $40 trillion national debt.
Europe Provides the Market With a New ‘Excuse’
The technical damage came first. Now the news is doing the rest.
VIDEO: Looming Updates That Could Move 3 Key Positions
The reason why we’re focused on this week’s inflation and wage growth data.
Seasonality, Politics and the Death of the Momentum Trade
Conditions for a difficult September are in place, but it will also create new opportunities.
Hawkish Warsh Tells Wall Street to Beat It
The man was clear. His concern is inflation and Main Street.