December 13, 2023
The reports released in November showed continued economic growth. Hiring accelerated, as 199,000 jobs were added in November against 150,000 jobs in October. Service sector and consumer confidence also improved modestly, but both indicators remained in yellow territory. The yield curve inversion deepened during the month, leaving that indicator red.
November 8, 2023
The October reports showed continued economic growth with signs of potential slowing ahead. Hiring remained positive, as 150,000 jobs were added during the month. That said, the yield curve remained in red territory, and service sector and consumer confidence fell in October. This result could signal slower spending growth toward the end of the year.
October 11, 2023
The September reports showed signs of continued economic growth to start the fall. Hiring accelerated during the month, with 336,000 jobs added, coming in well above economist estimates. That said, the yield curve remained in red territory, and service sector and consumer confidence declined.
September 6, 2023
My colleague Sam Millette, director, 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.
August 16, 2023
My colleague Sam Millette, director, 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.
July 12, 2023
My colleague Sam Millette, director, 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.
My colleague Sam Millette, director, 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.
My colleague Sam Millette, director, 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.
April 12, 2023
My colleague Sam Millette, director, 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.
March 14, 2023
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.
