Small business confidence improved for the third month
The National Federation of Independent Businesses (NFIB) released their small business optimism index this morning and it showed business confidence improved last month.
Read MoreThe National Federation of Independent Businesses (NFIB) released their small business optimism index this morning and it showed business confidence improved last month.
Read MoreThe popular definition of insanity is doing the same thing over and over again and expecting a different result. We disagree, and believe the true definition of insanity is…
Read MoreThe Consumer Price Index data (CPI) released this morning showed that consumer prices rose less than expected.
Read MoreWe will keep this short and to the point. In our note “The cause for pause,” we highlighted the likelihood of a limited and temporary 3-5% pullback in the…
Read MoreThe Bureau of Labor Statistics (BLS) reported that the producer prices cooled a bit on a month-over-month basis.
Read MoreThe Bureau of Labor Statistics (BLS) reported the number of positions waiting to be filled rose by 346k in March, the largest net increase in a year.
Read MoreInitiating 2020 SPX Target of 3,350. Throughout this cycle, the market has been driven by the perception of Fed policy, availability of credit, EPS growth, and what investors are…
Read MoreWhile the employment report was the focus of attention, at 10am we also got the ISM services report.
Read MoreAlthough we believe the markets are in the midst of a period of digestion following the 16% S&P 500 year-to-date gain, the April Payroll report reinforced our positive…
Read MoreThe first quarter of 2019 saw a nice increase in the efficiency of workers. The Bureau of Labor Statistics (BLS) reported productivity jumped to a 3.6% annualized rate,…
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