The seasonal party continues but, danger is ahead The strategy of how to navigate what is ahead has been generally covered in NFTRH and with post-FOMC clarity, it is being…
The anticipated "Goldilocks" disinflation continues and the media thinks it will last What do you think? Do you think Contrary Cramer will finally be right about something this time? Today…
November Payrolls rise a bit more than expected (+199k vs. +190k) Here is the report from BLS (click graphic). "Job gains occurred in healthcare and government." Why of course they…
As employment decelerates, the media continue to choose to see a Goldilocks "soft landing" scenario, and it's right in line with a seasonal "last chance power drive" Never mind that…
Inflation reads flat and core CPI hits 2 year low; because of course they did! One year ago we began projecting a coming bull rally that would be the product…
September payrolls +336,000 vs. estimate of 170,000 September payrolls knocked it out of the park. Meanwhile, stock futures drop, bond yields and USD spike and curiously, gold holds relatively firm.…
With inflation fading, the US Federal Reserve continues to the fight against... inflation! The question is 'why?'. Why do Jerome Powell and the Federal Reserve continue to tilt against the…
Good Ship Lollipop sails on with a minor beat vs. expectations You can read the report at BLS by clicking below: I'd say that keeps the winning, yet ever creepy…
July Payrolls came in light, Hazel attempts to frown but her grotesque smile still lurks beneath The estimate by economists for July payrolls was +200,000. It came in light. So…
June Payrolls Report checks in at +209,000 (expectations were 240,000) Okay, so we can try to paint a little frown on Hazel's face, although my artwork is no match for…
After a Fed rate pause (or "skip" as they're billing it) in June, July will be the key meeting As noted in yesterday's post, a Fed rate pause for June…
