The ECI is the best measure of wage growth, but you still need to look under the hood, not at the headline… …Private sector wages, ex-incentive pay, is the key metric, and it likely slowed further in Q4. If wage growth really is slowing to a sustainable pace, the Fed will find it hard to justify a March rate hike….
That was quite the interesting trading week was it not? Up until Wednesday, the markets looked as if it...
1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...
“You want the truth; you can’t handle the truth”! I have been covering Fitbit (FIT) since January of 2016....
STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –>...
What a week it was for the major averages. The meteoric rise would almost have to find perma-bears and...
A 4-week winning streak has come to an end for markets. As reported in last week’s Research Report, this...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
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