Jobs Report and the Fed

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The markets have moved back down close to those recent support levels. Earnings have been driving more concern into the market as well. This week we have seen the media giants pummeled, Disney alone sent the Dow Jones down over 50 points. So what can give this market some confidence? Jobs Report and the Fed Read more…

Fed Minutes Amendments

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The market continues to flirts with new highs, but unable to charge into a break-out rally. The Fed minutes were more proof the Fed will NOT be raising rates, yet many read something completely differently out of it (I am not sure how). Greece continues to be a European headache, while we get weekly jobless Read more…

Jobs Friday

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It’s Jobs Friday, today is the day for the Labor Report. No doubt there is some good news and real improvements. However, we must take it in stride and be cautious in reading only into the headline numbers. The data, models, and methods used to create the headlines numbers are important. What kind of jobs Read more…

Real Job Story

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It’s time to take a look at December Labor Report. Did we create jobs, was a good end to the year. We need to read beyond the headlines to get to the real story and how will it impact the market. Regardless of the Labor Report, the market is fully focused on the Fed’s monetary Read more…

November Labor Report

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It’s the last big data point before Christmas, the Labor Report. It can certainly inject optimism, hope, and that can translate into a Santa Claus rally. On the other hand, it could bring renewed concerns and fears, sending investors into hibernation. The Labor Report, as silly as it sounds, can have a rather large impact Read more…

ADP Report Disappoints.

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The initial holiday sales from Black Friday and Cyber Monday have been mixed. There was certainly some good news about the pick-up in online traffic. However it seems that it is not EXPANDING consumer demand, but rather a shift from brick-and-mortar to retail. The net is that expectations remain at 4% growth in consumer spending Read more…

October Labor Report

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The October Labor Report we have all been waiting for is finally going to be released this morning. It has been one of the significant data points that have driven both market volatility and justification for Fed monetary policy. It also comes on the tail-end of some government driven volatility; namely the recent FOMC meeting Read more…

Got Jobs?

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The elections are over and now we can move on, hopefully. I did see some interesting data on the history of the S&P 500 after mid-term elections, since 1946 the S&P 500 has rallied after every mid-term regardless of party. The pre-market futures seem to be following that trend. The media will most likely refocus Read more…

FOMC Tea Leaves

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While the market has already strongly reacted to Fed FOMC expectations, the media is slowly catching on. We will likely see more attention turn towards some recent and current economic data to justify the FOMC statement. The geopolitical concerns, Ebola, ISIS, Hong-Kong, and the rest is going to take a back seat to economic data Read more…

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