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Market Update | September 7, 2016
Equities are near flat this morning, as the market continues to be range bound.
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Market Update | September 6, 2016
U.S. equities opened mixed this morning, though overseas indexes are mostly higher as traders are looking ahead to a series of central bank meetings this week.
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A Very Long View of the Labor Market Ahead of the Long Labor Day Weekend | September 2, 2016
My first “Employment Friday” as part of the labor market was in early October 1986.
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A Deeper Look at the Rise in Libor | Bond Market Perspectives | August 30, 2016
3-month U.S. dollar Libor has increased by 0.2% over the past two months, which carries almost the same impact as a full rate hike.
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Corporate Beige Book: Q2 Offers Few Signs of Improvement | Weekly Market Commentary | August 29, 2016
Our analysis of second quarter earnings conference call transcripts suggests little improvement in corporate sentiment.
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Deficit? What Deficit? | Weekly Economic Commentary | August 29, 2016
The structural and demographic problems that will drive the deficit higher over the next several decades remain in place, “but are receiving relatively little attention from policymakers and markets.