September Payrolls: The Economy's Doing Fine
The Q3 slowdown in payroll growth (smaller than previously advertised) is a productivity story, not a recession story. See charts below:
September Payrolls: The Economy's Doing Fine
False Alarm?
Flirting with Fifty
PMIs: Heading into Autumn?
US PCE Report: Still Shopping
Three Cuts or Four?
Global IP, Risk Appetite and Earnings
Not as Bad as it Feels
Swing Low
Apres Moi Le Deluge (2027)
June's Job Report
Who Can Govern France?
Earning Revisions Outpace Manufacturing Recovery
Exuberant But Not Irrational?
US PCE Trends: Promising
It Ain't Necessarily So
Semi-Normal
At Your Service
US GDP Tracker, Earnings Revisions