Thought Leadership

Labor market data was mixed last week, the Fed grows more hawkish, and mega-music deals feed appetite for "alternate" yield, but is it really all that different?

The fundamental economic data wasn't great last week, the US and China are entering a competitive paradigm, data on employment posts this week, and the Fed is now talking about talking about tapering.

FOMC minutes were more hawkish than expected. Durable goods, personal incomes, and consumer sentiment print this week, earnings growth is encouraging, and there is more than one type of inflation.

This week is light on data, inflation and job creation for April were surprises, and I put some figures to just how much an effect we can expect from changing interest rates and the Fed's change in policy.

This week is a busy one for economic data, last week's jaw-dropper was employment figures, earnings season is coming to a close, and what is with commodities?

PMI figures post this week, the Fed is business as usual, earnings season is great, and where is inflation?