The city and wall street consider how fixed Income Research will survive as we know it. We start with the big issue today, without question, the u. S. Jobs report. One month is noise, and the next few months will be noisy because of the disruption of the hurricane. Im not sure i would put too much stock in those numbers. It is on the softer side. It benefits all their positions in International Markets where we think returns will be higher, but we shouldnt forget that this number will be back on track before long. Claims are much more stable than, you know, payrolls, and they are not showing any problems. We have had all sorts of numbers. When it is not confirmed by other data, Consumer Confidence remains strong, i think the market is going to blow this off. The first thing i looked at was the wage number and it has been flat for a long time. We need to put more money back in u. S. Consumers pockets. That is what were trying to do by wage growth and tax efficiency. I think the fed is f
Is it real yields lower for longer . And it is september. The city and wall street consider how fixed Income Research will survive as we know it. We start with the big issue today, without question, the u. S. Jobs report. One month is noise, and the next few months will be noisy because of the disruption of the hurricane. Im not sure investors should put too much stock in those numbers. It is on the softer side. It benefits all their positions in International Markets where we think returns will be higher, but we shouldnt forget that this number will be back on track before long. Claims are much more stable than, you know, payrolls, and they are not showing any problem. 36,000, we have had all sorts of numbers. But when it is not confirmed by other data, Consumer Confidence remains strong, i think the market is going to blow this off. The first thing i looked at was the wage number and it has been flat at 2. 5 for a long time. We need to put more money back consumers pockets. That is w
Consider how fixed Income Research will survive as we know it. And we start with the big issue today, with our question, the u. S. Jobs report. One month is noise, and the next few months will be noisy because of the disruption of the hurricane. Im not sure i would put too much stock in those numbers. It is on the softer side. It benefits all of our positions in International Markets where we think returns will be higher, but we shouldnt forget that this number will be back on track before long. Claims are much more stable than, you know, payrolls, and they are not showing any problem. We have had all sorts of numbers. But when it is not confirmed by other data, Consumer Confidence remains very strong. I think the market is going to blow this off. The first thing i looked at was the wage number and it has been flat at 2. 5 for a long period of time. We need to put more money back in u. S. Consumers pockets. That is what were trying to do by wage growth and tax efficiency. I think the f
Research will survive as we know it. And we start with the big issue today, with our question, the u. S. Jobs report. One month is noise, and the next few months will be noisy because of the disruption of the hurricane. Im not sure i would put too much stock in those numbers. It is on the softer side. It benefits all of our positions in International Markets where we think returns will be higher, but we shouldnt forget that this number will be back on track before long. Claims are much more stable than, you know, payrolls, and they are not showing any problem. We have had all sorts of numbers. But when it is not confirmed by other data, Consumer Confidence remains very strong. I think the market is going to blow this off. The first thing i looked at was the wage number and it has been flat at 2. 5 for a long period of time. We need to put more money back in u. S. Consumers pockets. That is what were trying to do by wage growth and tax efficiency. I think the fed is focused on wages and
Is it real yields lower for longer . And it is september. The city and wall street consider how fixed Income Research will survive as we know it. And we start with the big issue today without question the u. S. Jobs report. One month is noise, and the next few months will be noisy because of the disruption of the hurricane. Im not sure investors should put too much stock in those numbers. It is on the softer side. It benefits all of our positions in International Markets where we think returns will be higher, but we shouldnt forget that this number will be back on track before long. Claims are much more stable than, you know, payrolls, and they are not showing any problem. We have had all sorts of numbers. But when it is not confirmed by other data, Consumer Confidence remains very strong. I think the market is going to blow this off. One the first thing i looked at was the wage number and it has been flat at 2. 5 for a long period of time. We need to put more money back in u. S. Consu