In another surprise (not), November Payrolls increased more than expected It's a process, rolling an economy over. November Payrolls exceeded expectations and given the season and the nature of Payrolls…
David Rosenberg on Deflation From an NFTRH subscriber: "Gary, You might want to watch David Rosenberg’s presentation. You guys have a lot in common wrt your market outlook and deflation…
Post-pandemic supply chain disruptions are becoming a thing of the past Check out the state of one of the drivers that exacerbated the inflation created by the Federal Reserve. As…
"Post-bubble contraction" (PBC) as coined by Bob Hoye, may finally be at hand Bob Hoye has been talking about a coming post-bubble contraction (PBC) for many years, in my experience.…
The September ISM shows manufacturing continuing to weaken Of course, this is a forward looking economic indicator, so why would our friends at the inflation-fighting Federal Reserve take it or…
Below is a short excerpt from NFTRH 726 on the post-bubble contraction, as coined by Bob Hoye. My critique of Bob's timing does not compare to my admiration of his…
Payrolls still frisky but no big surprise Not too hot, not too cold. The Good Ship Lollipop sails on with its jobs machine still cranking. You can click the graphic…
BLS reports job gains of 528,000 in July Click headline, get full BLS report. This ought to keep Hazel good and busy as Americans lap up Professional & Business services,…
John Hussman's July market comment Are We There Yet? I have not read ole' Doc Hussman in years but I've had him linked at this site for many years and…
May ISM and Payrolls both positive Today the backward looking Payrolls report gets the headlines but this week saw another important economic report. One that probably contains more important information.…
Target and Walmart hit hard with cost increases What good are increased sales when every unit of sales is subject to pressured margins? It's another manifestation of our antlered friend,…
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CPI will show inflation, but at what rate? [edit] You can view the CPI report here by clicking the graphic... This morning's CPI release is much anticipated by your trusty…
April Payrolls increase by 428,000 You can get all the details of yet another strong BLS report by clicking the blurb: Drilling into it we find Leisure and Hospitality leading…
January payrolls +467,000, despite Omicron (which was so Q4 2021) In. The. Bag. Omicron always was going to come down as rapidly as it spiked up. Anyway, January payrolls blew…