Hoye’s Post-Bubble Contraction
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…
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October 11, 2022
NFTRH 723, out now
Back to regular PDF format this week. NFTRH 723, out now. For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth…
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September 18, 2022
August Payrolls +315,000
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…
September 2, 2022
July Payrolls +528,000
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,…
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August 5, 2022
Hussman’s latest: Are we there yet?
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…
July 12, 2022
ISM & Payrolls
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.…
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June 3, 2022
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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May 6, 2022
April ISM and the forward economic view
ISM hints at forward deceleration Uncle Buck As a former manufacturing guy I am well aware of how monetary policy and the state of the US dollar affects US manufacturers.…
May 5, 2022
Gold/Copper ratio
Gold (not cyclical, less inflation-sensitive) vs. Copper (the metallic economic doctor) Because it can be tiring looking at the Copper/Gold ratio every week, let's flip it over to the counter-cyclical…
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April 20, 2022
NFTRH 700, out now
700... hmm... For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes an in-depth weekly market report, detailed market updates and NFTRH+ dynamic…
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April 3, 2022
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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January 17, 2022
Beneath the CPI, a little whiff of Stagflation
CPI ramps, but real hourly earnings decline Okay, it's another 'Inflation Friday' as the November CPI ramps (click graphic, get report)... So the headline is the big inflation number. But…
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December 10, 2021
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