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Wow! The jobs data was a complete blow out. November’s payrolls climbed the most since January. October’s statistics were revised higher. The increase in wages is now at a cycle high. Yes the labor participation rate did decrease by 0.1%...

Is a tectonic change about occur on Wall Street? The only consistent profitable trade is long mega sized technology companies. As noted yesterday, Bloomberg writes mega sized growth is priced for 25% annual profit growth for the next decade, twice the rate of...

Equities and oil advanced and Treasuries plunged as the odds of a trade deal continue to rise. Bloomberg writes that the 11 basis points rise in the 10-year is a “three sigma” event ...

A once unthinkable collapse in global bond yields is forcing pension funds to buy bonds that offer negative returns. Many institutions are warning of a severe mismatch between expected benefits and returns. ...

The markets (and narrative) are absolutely convinced that the current de globalization will produce a recession. The markets (and narrative) are also convinced that the US will follow the global economies, the inverse of ...

Fake news is not a new phenomenon. It has been around since the dawn of mankind using any delivery method to influence the populace. It is often written those who control the media can greatly influence society’s perceptions and ...

There is a growing number of analysts who are suggesting the trade war will not end until 2020 because there is no incentive for either the US or Chinese to come an agreement until then. For China they will not likely agree to the ...

July’s BLS employment report will be released at 8:30. Recent data has been suggesting a firming economy. Job growth is a primary driver of economic growth and data to date suggests one of the greatest issues for employers is ...

Consensus is expecting the FOMC to lower the overnight rate by 0.25%. Is such necessary? Recent data is suggesting one of growing strength not weakness. As noted Guggenheim stated yesterday that it thinks the Fed should raise rates to ...