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…
Leuthold Group: The Job Market Just Rescinded A Recession Signal
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Weekly State of the Market: 10/22/2020
Seth Golden, , Research Reports, 0
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM....
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J.C. Penney Q2 2017 Performance Marred By Forecasting Concerns
Seth Golden, , Research Reports, 0
While it may seem like a “broken record” statement it is also the reality and that reality offers that...
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Mike Wilson of Morgan Stanley: At Year-End
Seth Golden, , Research Reports, 0
12 month price momentum is a powerful driver of flows and performance. Over time, price momentum strategies aren’t mean...
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Fundstrat: March CPI Preview
Seth Golden, , Research Reports, 0
Last week was “stress test” of sorts for equity markets. The combination of “hot” ISM, coupled with Fed members...
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The Worst Month For Capital Returns In Focus
Seth Golden, , Research Reports, 0
Well, it looks like I’ll be the only one at Finom Group working this weekend. Edward and the Support...
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Merrill Lynch: How tight are financial conditions?
Seth Golden, , Research Reports, 0
No Clear Path to Easier Financial Conditions Financial conditions are a key transmission mechanism for monetary policy and geopolitical...
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Weekly State of the Market
Seth Golden, , Research Reports, 0
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
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