Sunday, November 18, 2018

A Strange but Positive Jobs Report

"Non-farm payrolls miss estimates," the headlines say. But a deeper look at July's Employment Situation from the Labor Department reveals a more nuanced and...

Rumbles in the Bond Market

Disclosure: this post is intended for educational purposes only and shouldn't be viewed as a recommendation. For a long time, investors have warned about a...

So Much for Inflation Running Wild This Summer

This week brought a trio of reports on inflation. None of them seemed to flash any warning signs about prices spiraling out of control. ...

Goldilocks Silences Jerome Powell

Fairy tales keep coming true in the U.S. economy. Most people know the classic story of Goldilocks describing the porridge of the Three Bears: Not...

How stocks may be signaling slower growth

Even before today's market tumble, stocks seemed to be dismissing good economic news. Most of the U.S. numbers, after all, have impressed recently. Measures of...

Get Ready for the Dog Days of Summer

The S&P 500 inched higher last week as tech and transports bounced. Still it was the tightest range of the year.

Don’s Notebook May 23, 2018

New homes have been one of the strongest areas of the economy, however today's April New Homes Sales Report is expected to show a...

Bonds Keep Grinding Lower

Last week, price action in certain equities suggested interest rates would climb. Today, it happened. Yields on five- and 10-year Treasury notes shot to new...

How the Market May Be Pricing in Higher Rates

Suddenly the market seems to be taking higher interest rates seriously. Banks and financials, which stand to benefit from increased yields, are among the best...

Don’s Notebook May 7, 2018

Don’s Notebook May 7, 2018 There is no FOMC meeting this week but expect “Fedspeak clues” on inflation strategy from today's round of Fed Presidents’...
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