The October bounce continued in November, with the S&P 500 up 5.59 percent and the Dow Jones Industrial Average (DJIA) up 6.04 percent, while the Nasdaq trailed with a respectable gain of 4.51 percent. Internationally, the news was even better, with developed markets up 11.26 percent and emerging markets leading the pack with a 14.85 percent gain. It was a good month across the board and surprisingly so for international markets after an extended period of underperformance.

Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead. 

It’s time for the monthly jobs report preview, which is worth doing for a few reasons. First, it lets us consider the most important driver of the economy both for history and for the immediate data. Second, it makes us think about our expectations. And third, of course, it will be in the headlines.

Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead. 

Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead. 

To be honest, I probably would not have used that headline a couple of weeks ago. Although I spent about a month putting together my talk for Commonwealth’s National Conference, which pretty much comes to that conclusion, I was not yet at a point where I would put that as the headline. Even as I rehearsed the night before, I was thinking about how I would handle the talk if the next morning’s data release—just hours before the talk itself—put inflation back up again. I couldn’t rewrite my presentation, as there wasn’t enough time (and besides, the art department was already upset with me).

My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, helped me put together this month’s Market Risk Update. Thanks for the assist, Sam! Let’s take a closer look.

My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, helped me put together this month’s Economic Risk Factor Update. Thanks for the assist, Sam! Let’s take a closer look.

Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.