For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in the meantime. There are two series from the Conference Board’s Consumer Confidence Survey covering the job market—“Jobs Plentiful” and “Jobs Hard to Get.” We don’t know why two measures are needed, since they are two sides of the same coin. But…
While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
Good weekend investors/traders and happy holidays. As I embark upon my December vacation, please stay connected to our weekly...
Key takeaways Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...
“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence...
Another week has passed and another week has proven the longstanding trend of dip buying activity. This has been...
Since 2014, Bed Bath & Beyond has found itself in the precarious situation that has plagued many a brick...
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