Labor Report
This morning will set the tone for the market heading into the September FOMC meeting. The Jobs report, if it comes out at either extreme will drive perception of whether or not the Fed will hike...
View ArticleADP setting expectations
The market seems to have found a support area. Yesterday we hung around the supports, waiting for the next shoe to drop – either to rally or to see a continued sell off. It’s a waiting game for next...
View ArticleLabor Report Impact
The ADP was slightly better than expected, but also on a weaker trend than 2014. This morning the weekly jobless claims came in higher, at 277,000 vs. 270,000 expectations, but it was below the 300,000...
View ArticleQE4 coming?
Is QE4 coming? Of course that was just a headline to catch your attention. The Labor Report certainly was a bust and came in far lower than my expectations. However, it has certainly justified and...
View ArticleGood News is Bad News?
It is that time again, the Labor Report and the health of the job market. Last month the dismal numbers were the nail in the coffin for any hope the Fed would raise rates in October. This morning was...
View ArticleGot Jobs?
The major indices broke supports and have visited some lows. Blame has been tossed around from North Korea’s supposed bomb test to Saudi Arabia’s relation with Iran. The boring reality is the flow of...
View ArticleLabor Perception
Has the market recovered from the beginning of the year sell off? What has changed to bring back confidence to the equity markets? Were we oversold? Is the U.S. economy stronger or weaker? What will...
View ArticleJobs Victory?
Fridays Labor Report showed strong growth in the job market, enough so that President Obama was able to take a victory lap. Yet if one peers behind the headline number curtain, we see that the type of...
View ArticlePotential Volatility
First I must apologize for my absence. I have been on the road show and opening new offices, certainly taking a heavy toll on my sleep and also this report. There is certainly a lot of potential...
View ArticleSurprise Labor Report?
The market has seen significant volatility since the BREXIT and the circus in the US, which we certainly can’t proudly call a democratic election, is laying a rather bleak blanket of uncertainty over...
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