Podcast: Buy the Rumor and Sell the News
The Federal Reserve rate cut demonstrated some basic principles for dealing with major news events like central bank meetings. Markets are forward-looking -- learn...
Worries About the Job Market Are Finally Starting to Emerge
U.S. employment has been solid as a rock for years. But now some worries are starting to emerge.
"The job market is losing its shine,"...
Recapping the Cost of Covid-19 and What to Expect Going Forward
The market expects more terrible employment data from ADP today as coronavirus rips through the economy. Now that businesses are reopening, let's recap the...
The Fed May Take New Steps to End the Coronavirus Recession
The Federal Reserve may get creative as it looks to revive the economy from its worst crisis of the modern era.
Central bank watchers expect...
The Economy Is Showing Signs of a Rebound, With More Help From the Fed
The economy is showing more signs of recovery, even as coronavirus cases rise in parts of the U.S.
The New York Federal Reserve reported yesterday...
This Fast Moving Data Point May Show Things Returning to Normal
Just how quickly is the economy recovering from coronavirus? Rail traffic gave a potentially hopeful sign yesterday.
U.S. trains moved 497,397 carloads last week, according...
Forget About Short Squeezes and Earnings. The Economy Could Be the Big Story This...
The economic picture continues to improve as coronavirus comes under control, housing booms and energy rallies.
The Congressional Budget Office estimated real gross domestic product...
Where Does the Economy Stand With the Fed Tapering? Check Out These 7 Charts
The Federal Reserve deployed historic supports to the economy during the coronavirus pandemic. This week it took major steps toward removing the stimulus by...
Don’s Notebook June 7, 2018
The US Department of Labor Jobless Claims report offered a very useful signal of labor market strength in May which foreshadowed last week's employment...
Don’s Notebook June 8, 2018
This morning’s Wholesale Trade report from the U.S. Department of Commerce will highlight inventories which have been building at a steady pace in line...
