Weighing the Week Ahead: Decision Time?

Decision time has arrived! After many months of debate, sparring, and posturing, the deadline has arrived for U.S. policymakers to resolve the various matters that are popularly described as the "fiscal cliff."  This is a handy simplification.  In the finest American tradition it allows everyone to have an opinion whether or not they have any […]

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Weighing the Week Ahead: Clarity Coming on Key Market Challenges?

After several weeks of noise — from both data and politicians — it may finally be time for some clarity.  I have predicted this with my theme for the last few weeks, and we are starting to see the results: The Fed — aggressive policy, clearly stated, but still not well understood (more below). US […]

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September Employment Report Preview

For many years I have written a regular monthly preview of the Employment Situation Report.  I have done extensive research on all of the methods and even visited the stat guys at the BLS to discuss their approach. My preview gives appropriate respect to the BLS, but also to the leading alternative methods. Why is […]

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