Payrolls +428,000

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…

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Payrolls: Good news! Bad news! +467K

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…

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Surprise!

The Citi Economic Surprise Index led the correction; now what? As we noted for all too many months in a row in NFTRH, the CESI had been on a gross…

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The Capital Sponge

The Capital Sponge Thank you to a subscriber for sending this along. The Capital Sponge by Lyn Alden I used to write about stuff like this in the 2004-2008 time…

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Payrolls +230k, a ‘disappointment’

November Payrolls +230,000 vs. 573,000 estimate Of course, it's all about the Fed, eh? With a side order of Omicron. Click the graphic below, get the report from BLS that…

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Semi sector flashes a moderate warning

The Semiconductor sector has an internal warning... As if the economic cycle and thus the stock market did not have enough internal problems (e.g. the CESI divergence to the S&P…

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BLS: Jobs +235k, way below expectations

August Payrolls disappoints at 235,000; one sector would benefit So I guess that the Citi Economic Surprise Index per yesterday's post is more concerning still, as analysts expecting +720,000 new…

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Jobs, hot off the press… +943k

July payrolls from BLS: +943k Click image, get report... The number is a little more than what the media says the markets expected, but all in all not a surprise.…

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May Payrolls, the Good Ship Lollipop & USD

USD drops as a tepid May Payrolls report eases inflation fears further May payrolls expanded, but not as much as anticipated. Click graphic, get report from BLS. Here's the graphical…

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Jobs +266K, Yields Pull Back

All in the service to playing a game of 'Hide the [inflationary] Cheese'... April’s expected hiring boom goes bust as nonfarm payroll gain falls well short of estimates Here's the…

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