“Good News” Data Hiding A Layoff Bomb
Last week’s jobs data came in solid, boosting the market as we headed into a delightful holiday weekend. But now ...
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Halftime Huddle — Moneyball is on Fire in 2025, but What’s Next?
We’ve officially reached the halfway point of 2025 — and so far, most of my predictions have been hitting the ...
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Prepare for a July 4 “Payroll Crash”
We’ve officially reached the midway point of 2025 … and most investors would say it’s been “so far, so good.” ...
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2 Major Red Flags Ahead of Earnings Season
It’s nearly July — and that means another earnings season is right around the corner… So far this year, stocks ...
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New Data Points to “Stagflation Summer”
Early in April, President Trump shocked the world with his “Liberation Day” announcement of sweeping reciprocal tariffs. Shortly afterwards, many ...
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Consumer Spending CRUNCH Incoming
President Trump’s transformative new agenda has thrown a serious curveball at markets, investors and the economy at large. So far, ...
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What it Means to be Bloomberg Terminal’s #1 on Payrolls
We’re now just a week away from the U.S. Federal Reserve’s June meeting, and it’s become abundantly clear that Powell ...
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Today’s Surging Payrolls … Tomorrow’s Stagflation?
This month’s payroll data is in, it’s red-hot, and it’s driving markets higher. This is great news for investors in ...
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