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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.
United states
Boyd varty
Unemployment rate household
Subscriber of the information services
Labor force participation for prime age
Nonfarm payrolls establishment
European central bank
Information services to subscriber
While focus point
Federal reserve
Neither focus point
Information services
National gasoline price
Lion tracker
Friday nonfarm payrolls
Establishment survey
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.
United states
Republic of
New york
Las vegas
David westin
Paul krugman
Krugman nobel
Seth godin
Neither focus point
Bureau of labor statistics
Information services to subscriber
University of michigan survey consumers
While focus point
Subscriber of the information services
Federal reserve
Bureau of economic analysis
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.
New york
United states
San francisco
Dalai lama
Douglas carlton abrams
Desmond tutu
David elias
Subscriber of the information services
Federal reserve
Health care sector
Information services
Neither focus point
Bristol myers squibb
While focus point
Information services to subscriber
York fed center
Focus Point Institutional Research
Last week was central bank week, with major news from U.S. and Japanese policy makers.
Darrin donnelly
Neither focus point
Subscriber of the information services
While focus point
Information services
Federal reserve
Information services to subscriber
Fed funds
Economic projections
Board leading economic index
Point sector rotation update
Funds rate
Neutral fed funds rate
Owner equivalent rent
Equivalent rent
Employment cost index
Macro Thoughts – Stuck Between A Rock and A Hard Place
A week ago, we commented in Macro Thoughts to expect more volatility in March. Earnings season is drawing to a close.
United states
Greg everett
Biden state of the union
Global services pmis
Services employment
Information services to subscriber
Institute of supply management
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Comm services
Information services
Federal reserve
While focus point
Us institute of supply management
Macro thoughts
Wall street journal
Purchasing manager indexes
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