The payroll report missed badly, as the headline “job creation” number gained only 38k in May 2016. That was the lowest monthly gain …
Some charts are more interesting than others. For example, Rob Isbitts at Sungarden Investment Research pointed out that the three-year return for the S&P 500 …
One outcome that comes from writing periodic content on our blog is we are held accountable for our various points of view whether …
US job growth fell hard last month, the Labor Department reports. Private-sector payrolls increased by a thin 25,000 in May, the smallest monthly …
Fed’s About Face Helped Kick Off Reflation Trade The Federal Reserve’s rapid reversal on interest rates in the first few weeks of 2016 …
A key theme in our market outlook is the dynamics between markets. Particulary, comparing bonds with stocks gives a good idea of where …
Based on 30-day Fed fund futures prices, the market is pricing in a 23% probability of a Fed rate hike in June. Said …
By Dana Lyon The big news in the markets this week was the release of the Fed minutes and the market’s interpretation that …
By Evil Speculator My favorite quarter of the year is slowly drawing to a close, with Memorial Day in the U.S.
The recent FOMC minutes showed that June is a live meeting. Now the question is: will the Fed raise interest rates in June?
