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Haywire Labor Data Points in Every Direction

JOLTS (job opening data) had a massive surprise, three standard deviations below consensus estimates, the driving job openings to unemployed workers ratio back to pre-pandemic levels. ....

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What a Title Fight Would Look Like Between AI Leaders & Economic Data

The highlight of last week was a showdown between two of the major forces in the markets: AI earnings vs. economic data. ....

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Downshift in Inflation Pressures and Strong Earnings Breed Optimism

Last week was another week of records for major equity indices: The S&P500 broke to new highs; the DJIA breached 40,000. ....

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Focus Point Institutional Research

Last week was central bank week, with major news from U.S. and Japanese policy makers. ....

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2024 Outlook | ETF Trends

2024 Outlook | ETF Trends
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