We should find some clues when the Fed speaks on Wednesday.
The age of ZIRP, TINA and FOMO was very different than now.
Plus, market participants ignore harbingers of recession for at least one day as stocks rise Thursday, though on muted volume.
The constant growth in continuing claims has been this economy's dirty little secret for several months now.
Analysts are often reluctant to update forecasts, or just don't bother to update them, so they have a built-in 'lag' effect.
In my quest for conviction in an uncertain market, a well-known large-cap and and lesser-known small-cap name both appeared on my screen
The establishment survey's non-farm print of 236,000 helps make the 'soft landing' case. Let's dig into the details, and see why the tight-rope walk continues.
Here's what I expect for interest rates, credit and equities going forward.
In perhaps the most overt signal of a coming economic contraction, the Treasury yield curve continues to warp.
No longer is a slow economy viewed as a positive because it is anti-inflationary.