The Fed is on pace to raise rates in July
The Bureau of Labor and Statistics released monthly employment data in early January. In general, the news is good with headlines items favorable with some underlying data one might consider...
View ArticleJobs and cheap energy will power US stocks
The US economy is producing jobs again on a big scale. January’s nonfarm payroll growth of 257,000 exceeded expectations and there were sizable upward revisions for December and November. This creates...
View ArticleWhy the Fed may raise rates in June
The February jobs report was strong, but markets reacted negatively. For the employment report, non-farm payroll job growth of February was a better-than-expected 295,000. The 12-month average jobs...
View ArticleHas the US jobs growth machine misfired?
The March employment report from the Bureau of Labor and Statistics disappointed most analysts. The reason: Non-farm payroll growth hit 126,000, well below the expected 245,000 gain. Broken String...
View ArticleWhy the Fed will slow walk rate hikes
The April employment report from the Bureau of Labor and Statistics was watched closely by analysts, following the weak report for March. The data-dependent Federal Reserve is looking to start...
View ArticleDuPont investors reject Peltz-led board seat battle
There was a bit of interesting drama at DuPont’s (DD) recent annual meeting. In recent weeks, there has been a contentious contest for 4 board positions initiated by activist shareholder Nelson Peltz....
View ArticleUS economy takes flight once more
The latest read on jobs growth brought good news. Leading the way was non-farm payroll growth of 280,000 in May, which exceeded expectations of 225,000. More importantly, the strong number contradicts...
View ArticleParsing a mixed bag jobs report
The June US jobs report was good but not great. The good news is that June’s monthly non-farm payroll growth of 223,000 again exceeded the 200,000 level that many consider to be important. This has...
View ArticleTime to take the long view on stocks
As many of you know, equity markets have been recently weak and volatile. Recent market developments such as Greece and Puerto Rico, the decline in commodity prices and the China slowdown have...
View ArticleLook to earnings for read on stocks
The recent volatility in the global markets has a lot to do with the world’s second biggest economy: China. Recent Chinese Purchasing Manager surveys have come in under 50%, suggesting slowing...
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