data disappoint

Jobs Day

What’s in Today’s Report: Jobs Day, Key VIX Levels to Watch.

Markets Today

What’s Inside Today’s Report: —  Four reasons stocks rebounded (and what it means going forward). —  Weekly economic cheat sheet. Futures are very slightly negative but are being weighed down by European shares (specifically Italy), which are declining following the bank stress test results and some more lack luster German data. Despite the stock reaction […]

What You Need to Know About the Deflation Threat

What You Need to Know About the “Deflation” Threat We are on the eve of another CPI report. As we look back over the last month, the surprise steep decline in the September CPI release was one of the catalysts that turned this market lower, as focus shifted squarely to dis-inflation and the stronger dollar. […]

Weekly Economic Cheat Sheet

Last Week We got a lot of data and central bank speak last week, but not a lot changed from a macro standpoint—except we were reminded that the U.S. economic rebound remains very much intact, despite mixed data. And, that was an incremental positive late in the week. Despite that strong finish, things were ugly […]

Greek Bond Yields Surge

Sign up for a Free Two Week Trial on the right hand side of this page to read our analysis of the current turmoil in Europe.

What Is Happening With Oil?

What Is Happening With Oil? Oil collapsed further yesterday, dropping all the way to the low-$81 level. We and others have been pointing to the decline in oil as a potentially worrisome sign about the state of global growth, but you don’t have to work on a physical oil desk to figure out that, with […]

What is the Fed’s Labor Market Conditions Index?

Follow this link to learn more about the Labor Market Conditions Index: What is the Fed’s Labor Market Conditions Index?