Tax Reform and the ‘Repatriation’ Trade
The following is the opening segment of the May 14th edition of Notes From the Rabbit Hole... Since the Trump victory we have heard all about the coming fiscal policies…
The following is the opening segment of the May 14th edition of Notes From the Rabbit Hole... Since the Trump victory we have heard all about the coming fiscal policies…
Bloomberg has an article out this morning showing the economic zones where the Robotics industry is taking jobs away from humans. More Robots, Fewer Jobs This is a fact of…
Of course, the main market-moving event is scheduled for this weekend, and Kevin Muir has some good thoughts on it, with players all but discounting Le Pen. But here in…
This week's Notes From the Rabbit Hole included a little Payrolls/Wages related economic discussion before moving on to the usual coverage of stock markets, commodities, precious metals, bonds, currencies and…
I am starting this post just prior to the NFP release. Here is the link to BLS for reference. The median forecast by economist type people is +221,000 vs. the…
In reading this article by Mike Shedlock debunking the 'NAFTA is bad for the US' theme, I had to laugh. Mish goes at it from a million different angles but…
BLS has released January's payrolls report, thusly... click the graphic for the full report. Here is the industry breakdown, as the Good Ship Services sails on... [edit] adding a graph…
A slightly modified version of the opening segment of this week's Notes From the Rabbit Hole, NFTRH 431... After being mostly off the grid on Friday, I listened to the…
From BLS, click for full report... Subscribe to NFTRH Premium for your 30-45 page weekly report, interim updates and NFTRH+ chart and trade ideas or the free eLetter for an…
The number is a little below estimates, but still fine. Of course, NFP is the laggard of laggards and we've got a leader of leaders, the cyclical SEMI data, presenting…
You may get tired of me calling everything hype this and hysteria that. Hell, I get tired of me doing that. But as a market manager I have got to…
ISM is not going to move many needles one way or the other with this report. I've highlighted the important items. New orders eased but are still in growth mode…
This is a new segment for NFTRH, as of a couple of weeks ago. The report has all along included economic and macro data but as with the 'Gold vs.'…
The most important ISM element is the one that improved the most in September; New Orders. Order Backlog contraction eased as well, to near even. A few notables are highlighted…