They have been proclaiming a slowing labor and employment market for weeks, if not months. Has the Unemployment Rate (UR) risen? Yes! What they don’t emphasize, however, is the abnormally sustained low levels of UR for the last 2+ years. In other words, and akin to many economic metrics, the labor and employment data has been normalizing back to trend….
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
A 3-week winning streak for equities came to an end for the S&P 500 (SPX) this past week. April...
The S&P 500 (SPX) spent the week rising, shy of a hick-up during the ECB rate announcement, and ended...
J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s episode we discuss...
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