Monday Update: Strong Performance After the Storms

October 16, 2017

Today's post is from Sam Millette, a fixed income analyst on our Investment Management and Research team.

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Monday Update: Very Positive Data, Due in Part to Storms

October 9, 2017

Last week gave us a broad look at the economy, including business confidence surveys and the jobs report. The news came in surprisingly strong, at multiyear bests in many cases. This was, of course, positive and consistent with other data, but the magnitude of the improvements raises the question of how much the storms may have affected the results. That impact varies, but there is reason to believe that the improvements are real—although likely not as good as the numbers would suggest.

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Jobs Report: Weak Headline, Strong Details

October 6, 2017

Since I thought I had covered the most likely outcome of the jobs report in yesterday’s post, I had not planned on writing about it again this morning. Looking at the actual data, though, there are some worthwhile takeaways that deserve a closer look. So, here we are.

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What Should We Expect from This Month’s Jobs Report?

October 5, 2017

One of the most important economic reports—the jobs report—is coming out on Friday. This is always a big data release, in that jobs are the ultimate barometer of the economy. Companies don’t hire unless they are both confident and expanding, so the jobs report touches them. Consumers don’t spend unless they are working and making money, so it touches them. Inflation depends on how fast wages are growing, so it touches that, too. Basically, the jobs report sits right in the middle of everything that we as investors need to keep an eye on.

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Monday Update: Despite Hurricanes, Solid Economic Data

October 2, 2017

Last week gave us a broad look at the economy, including housing, consumer confidence, business investment, and personal income and spending. Some weakness was apparent, but this seems to be due in large part to hurricanes Harvey and Irma and may therefore be short lived. With the exception of new home development, where the market appears to have normalized as supply and demand are close to normal levels, the overall news was good. This week’s data is certainly worth watching but—given the storm effects—not worth giving excessive weight to.

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Appearance on TheStreet, September 28, 2017 [Video]

September 29, 2017

Since the beginning of 2017, the S&P 500 is up about 12 percent. Is it on its way to reaching 2,700? 

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What Does the Tax Proposal Mean for the Markets?

September 28, 2017

The big economic news today is the tax reform proposal that the Trump administration unveiled yesterday. For once, we have a proposal that really does live up to the hype. If passed (a big assumption!), this would be the most consequential revamp of the tax system since 1986 in the Reagan administration.

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