Goldilocks Jobs Report Preview, August 3, 2017

Goldilocks Jobs Report Preview: What Will Make the Report too Hot, too Cold, or Just Right? What a difference a month makes. For June’s jobs report, we were equally worried about a “Too Hot” report sending bond yields materially higher, and a “Too Cold” report implying a loss of momentum in the jobs market. Now,[…]

What Does Reflation Actually Mean for the Economy-

What Does “Reflation” Actually Mean?, July 7, 2017

What Does “Reflation” Actually Mean? One of the reasons I started the Sevens Report more than five years ago was because I hated the overuse of jargon by analysts and commentators. Frankly, markets and economics are not particularly complicated topics. There are a lot of variables involved, so getting the future right is difficult. However,[…]

Jobs Report Preview

Goldilocks Jobs Report Preview, July 6, 2017

Goldilocks Jobs Report Preview: What Will Make the Report too Hot, too Cold, or Just Right? Given the Fed’s newfound confidence in inflation and economic growth, the bigger risk for stocks will be if tomorrow’s number comes in “Too Cold,” and further implies the economy is losing momentum into a hiking cycle. However, while a[…]