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Led by the “reopening stocks” equities advanced following the biggest back to back selloff since October 2020. Volatility has gripped the ...

03 December, 2021

August’s unemployment data is released today at 8:30. Will the release be of great significance? As widely noted, the Federal Reserve expects labor supply to...

03 September, 2021

There is a plethora of explanations for recent equity weakness; tapering, resurgent virus worries, rising wages, inflation, supply bottlenecks, option expiration....

20 August, 2021

July’s employment data exceeded all estimates. More importantly the previous month’s data was revised higher thus suggesting considerable underlying strength. ...

09 August, 2021

November’s employment data is released at 8:30. Will the statistics continue to surprise on the upside as been the case in every month except one since the commencement of the pandemic. Perhaps more ...

04 December, 2020

In my view the FOMC meeting was largely a nonevent. The Fed left interest rates near zero and signaled it would leave them there through at least 2023. The Committee stated ...

17 September, 2020

Non-farm payrolls rose by 1.763 million vs. the consensus view of 1.5 million. Private sector jobs rose by 1.462 million vs. the 1.2 million estimate. Prior month revisions were ...

10 August, 2020

The Private Sector ADP Employment Survey greatly surprised on the downside. Analysts had expected private sector jobs to increase by 1.2 million but instead only...

06 August, 2020