CPI on tap [w/ edit]
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…
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…
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…
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…
[edit] Upon completing the article I realized that no forward look at the economy and financial markets from an inflationary/deflationary point of view would be complete without consideration of the Yield…
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…
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…
Citi Economic Surprise Index continues to flash a stark warning Not that it has mattered (as with other bubble indicators) but the CESI is and has been guiding the S&P…
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.…
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…
Stagflation in the offing, unless it's not different this time... As corporations continue to raise wages, market participants fear the Fed is wrong about supposedly "transitory" inflation, long-term Treasury bond…
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…