The May jobs report from the Labor Department surprised economists this morning – but this time, in a good way. Economists surveyed by the Wall Street Journal
Tomorrow (Wednesday, April 29th at 7:30am Central) we will see the first estimate of Q1 2020 US GDP. This figure is of particular interest because it represents
The nationwide shutdown in response to the coronavirus has hit all corners of the economy, including the energy sector. The oil market made historic moves on
Round 1 Goes to the Virus
The first quarter of 2020 was a pretty rough one. The S&P 500 ended the quarter down 20.0% (down 19.6% on a total return basis
Reflections on a Decade
"Progress is invisible to most people because they don’t get their understanding of the world from numbers; they get it from headlines
Of Trade Wars and Yield Curves
2019’s third quarter was another wild one in terms of volatility in the markets. July gave us a promising start as US stock
180 Degrees in 181 Days
Dalbar, a firm that has been analyzing investor returns based on cash flow data from mutual funds since 1994, recently reported that
The S&P 500 has now pulled back about 7.2% from its recent peak. What’s happening? Our take is that markets have been coping with several macroeconomic
