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Positive Surprises In Productivity And Wage Growth, A Big Deal

May 3, 5:00 pm EST If you are a regular reader of my daily notes, you'll know we've been discussing…

Ignore the media cherry pickers, the economy is doing very well

July 6, 5:00 pm EST The jobs report this morning continued to show an improving economy, operating with the luxury of low inflation.…

Economy, Part 1: Positive Surprises Are Coming

June 5, 5:00 pm EST We've talked the past couple of days about economic growth and the likelihood that we're…

Economic Boom Period Coming

December 10, 4:00 pm EST We had a jobs report this past Friday.  The unemployment rate is at 4.1%.  We're…

First Week Of Trumponomics In The Books

  January 27, 2017, 4:00pm EST                             …

Jobs, Jobs, Everywhere There’s Jobs

  January 12, 2017, 3:00pm EST Jobs, jobs everywhere there's jobs. The President-elect yesterday said he will be the "greatest job…

Trumponomics Is Finally Reflating Europe and Japan

  January 9, 2017, 4:30pm EST Over the past year we've had a wild ride in global yields. Today I…

Why Stocks Are Still Cheap

  January 6, 2017, 7:00pm EST With the Dow within a fraction of 20,000 today, and with the first week…

Why You Should Care About China’s Currency

  January 5, 2017, 4:00pm EST We talked yesterday about the bad start for global markets in 2016.  It was led by…

What A Difference A Year Makes

  January 4, 2017, 4:00pm EST Remember this time last year?  The markets opened with a nosedive in Chinese stocks.  By the…