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By Jill Mislinski Here is the opening statement from the Department of Labor: In the week ending May 25, the advance figure for seasonally adjusted initial claims was 215,000, an increase of 3,000 from the previous week's revised level. The previous week's level was revised up by 1,000 ...
Since the markets were closed yesterday for Memorial Day, there isn't much for us to update technically from this past weekend's missive. However, I did provide an update yesterday for our RIAPRO subscribers with respect to where the S&P 500 is currently trading and why we expect a sho...
On April 1, 2019, my article entitled " Falling U.S. Rates And The Stock Market " went live on Seeking Alpha. I identified falling U.S. rates relative to Japanese interest rates; effectively a shift in sentiment whereby the U.S. was becoming less attractive from a forex currency and carry-tr...
Our proprietary U.S. GDP “nowcast” is lower than consensus. New economic data coming in continues to confirm our forecast. As Hedgeye CEO Keith McCullough explains in the video below from The Macro Show , Q3 of 2019 is looking to move more squarely into Quad 4 (growth and in...
Tuesday morning was relatively quiet as the US came back online after the holiday, so I thought I'd take a minute to jot down a few observations for folks on this platform who might have missed the longer discussions over on my site this past weekend. As usual, I'm not going to recap the fu...
Global financial markets experienced something of a " volatile shift " on Thursday, May 23, 2019, sending bond yields falling as the yield of the 10-Year Treasury dropped below the yield of the 3-Month Treasury as the inversion of the U.S. Treasury yield curve suddenly expanded. For the S&...
Donald Trump, on May 5, suddenly revealed that a trade agreement with China was not imminent after all. To the contrary, the Administration, on May 10, raised its earlier 10 percent tariff on $200 billion of Chinese goods to 25%, and threatened to extend 25% tariffs to the remainder of impor...
We are just 7 months from the calendar rolling into 2020. The first EPS estimate for 2020 was actually published by I/B/E/S by Refinitiv in early April '18, but the sector growth rates don't start to get tracked until the quarter falls within the "forward 4-quarter" estimate. Thus, for now, ...
Here we go again in the stock market. After reaching a record high in early October 2018, the stock market correction took all of the leading equity indices appreciably lower throughout the fourth quarter of last year. In late December, when stocks were looking their ugliest, the market turned...