Market Preview

Surprise Labor Report?

The market has seen significant volatility since the BREXIT and the circus in the US, which we certainly can’t proudly call a democratic election, is laying a rather bleak blanket of uncertainty over the US economic future. The bounce off the ...

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Potential Volatility

First I must apologize for my absence. I have been on the road show and opening new offices, certainly taking a heavy toll on my sleep and also this report. There is certainly a lot of potential volatility in the market between the US Elections, ...

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Jobs Victory?

Fridays Labor Report showed strong growth in the job market, enough so that President Obama was able to take a victory lap. Yet if one peers behind the headline number curtain, we see that the type of jobs and demographic are not as robust as the ...

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Labor Perception

Has the market recovered from the beginning of the year sell off? What has changed to bring back confidence to the equity markets? Were we oversold? Is the U.S. economy stronger or weaker? What will the Fed do next (raise rates, pause, perhaps lower ...

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Got Jobs?

The major indices broke supports and have visited some lows. Blame has been tossed around from North Korea’s supposed bomb test to Saudi Arabia’s relation with Iran. The boring reality is the flow of capital, which is controlled by ...

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Good News is Bad News?

It is that time again, the Labor Report and the health of the job market. Last month the dismal numbers were the nail in the coffin for any hope the Fed would raise rates in October. This morning was the polar opposite, with a huge upside jobs ...

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QE4 coming?

Is QE4 coming? Of course that was just a headline to catch your attention. The Labor Report certainly was a bust and came in far lower than my expectations. However, it has certainly justified and offered an excuse for our “Data ...

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Labor Report Impact

The ADP was slightly better than expected, but also on a weaker trend than 2014. This morning the weekly jobless claims came in higher, at 277,000 vs. 270,000 expectations, but it was below the 300,000 level. That data is not great, but it is also ...

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