Sunday, January 23, 2022

Will Homebuilders Have a Cold Summer?

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Homebuilders are getting squeezed on several fronts, even as Americans go house-hunting this spring.
Markets Take a Huge Dovish Turn, Just in Time for Powell's Speech

Markets Take a Huge Dovish Turn, Just in Time for Powell’s Speech

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Key employment data is due this morning, but the bigger story may be Jerome Powell in the afternoon. The...
Will Coronavirus' Impact on Economy Appear in This Number Tomorrow?

Will Coronavirus’ Impact on Economy Appear in This Number Tomorrow?

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For weeks, the market has worried coronavirus would hammer the economy. Tomorrow may bring the first real confirmation of that fear.

Don’s Notebook February 16, 2018

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The strengthening recovery across U.S. equities -- the S&P 500 Index capped its best five-day run since 2011 yesterday -- continues to set the tone for global benchmarks.
Recapping the Cost of Covid-19 and What to Expect Going Forward

Recapping the Cost of Covid-19 and What to Expect Going Forward

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The market expects more terrible employment data from ADP today as coronavirus rips through the economy. Now that businesses are reopening, let's...

Last Week’s Economic Data Wasn’t That Bad Despite Big Job Losses

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Last week featured a pair of bad job reports, but there were other positives. ADP's private-sector payrolls report on...
Why the U.S. Dollar Is Pushing to its Highest Level in Two Years

Why the U.S. Dollar Is Pushing to its Highest Level in Two Years

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The greenback surged yesterday as America's growth prospects kept outshining the rest of the world. Futures on the U.S....
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