Section
Employment
59 posts
Navigating Disinflation: Market Implications
by Hubert Marleau, Market Economist, Palos Management April 20, 2024 As a rule, the Fed and the economy…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Sonders: Slow(er) Ride to Rate Cuts
by Liz Ann Sonders, Chief Investment Strategist, & Kevin Gordon, Charles Schwab & Company Ltd. While focus remains…
Wesbury: Labor Market Not Adding Up
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios On the surface, there’s…
Higher Rates & A Shutdown On The Menu
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
The Job Market is Cooling. So is Inflation.
by Hubert Marleau, Market Economist, Palos Management September 1, 2023 Earlier last month, a poll conducted by The…
Is the Fed Winning the Inflation War?
by Brian Clark, Knowledge Leaders Capital In anticipation of tomorrow’s rate decision, we saw another indicator today that…
Hurts So Good: Jobs Picture Stays Mixed
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. There was something…
The Jobs Data Trend Is Duration’s Friend
by Scott Minerd, Global CIO, and Brian Smedley, Chief Economist, Guggenheim Partners October jobs data suggests a cooling…
Employment: View From The Peak
by Ryan James Boyle, Senior Economist, Northern Trust Evidence of a cooling labor market is emerging. Fears of…
A Stagflationary Shock
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Highlights 1) A stagflationary shockThe Russian invasion of…
Quick Thoughts: The American Jobs Plan is Not Just an Infrastructure Plan
by Stephen H. Dover, CFA, Franklin Templeton Investments The American Jobs Plan is not only the biggest traditional…
This Economic Flag Is Flying At Half Mast
by Jesse Felder, The Felder Report Robert Half is the largest staffing company in the country. It’s business…
Yet Another Disconnect
Yet Another Disconnect by John Canally, Chief Economic Strategist, LPL Financial KEY TAKEAWAYS · The BLS recently released…
Here's What CEOs Said About the Economy This Week
Here's What CEOs Said About the Economy This Week by Scott Krisiloff, Avondale Asset Management Each week we…
James Paulsen: Investment Outlook (December 4, 2014)
Unemployment Rate Falling Much Faster Than Expected by James Paulsen, Chief Investment Strategist, Wells Capital Management December 4,…
