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Don's Notebook

Morning Notes Jan. 29, 2018

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Personal Income and Outlays Report was issued this morning. This report breaks out December's consumer numbers, including inflation data, from last week's fourth-quarter GDP report....

Don’s Notebook May 30, 2018

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The national employment report from Automated Data Processing Inc. is computed from ADP records that represent approximately 400,000 U.S. business clients and approximately 23...

Don’s Notebook July 16, 2018

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President Trump and Russian Leader Vladimir Putin began their Helsinki Summit this morning. The good news on the economy keeps rushing in, even during our...

Don’s Notebook July 23, 2018

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The National Association of Realtors reports Existing-Home Sales data today and forecasters are calling for a consensus of 5.440 million annualized rate in June...

Don’s Notebook July 24, 2018

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Futures were higher this morning ahead of the busiest week of earnings season. The Dow has a three-day losing streak, but the S&P 500...

Don’s Notebook April 6, 2018

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Strong payroll growth without wage pressure could be a solid combination for the stock market. But payroll growth with wage pressure might not be. March...

Don’s Notebook March 15, 2018

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This morning’s jobless claims report points to strength in the labor market with initial claims down 4,000 in the March 10 week to 226,000. ...

Don’s Notebook July 27, 2018

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Report Notes: GDP may have been soft in Q1, but today’s report shows a big second quarter. Consumer spending drove GDP higher in the...

Don’s Notebook July 20, 2018

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Economic Notes: There are no economic reports on today’s calendar, but there is one Fed official speaking — St. Louis Fed President James Bullard, who...

Don’s Notebook June 12, 2018

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Any new pressure in core consumer prices in the CPI would be an unknown today, but markets are certain to focus on the outcome...
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