A Global Snapshot Of Equity Returns Spanning The COVID-19 Pandemic
View from the Observation Deck 1. Today’s blog post features the total return performance figures for the major global stock […]
View from the Observation Deck 1. Today’s blog post features the total return performance figures for the major global stock […]
The trade deficit in goods and services came in at $78.2 billion in October, smaller than the consensus expected $80.0 […]
The ISM Non-Manufacturing index increased to 56.5 in November, well above the consensus expected 53.5. (Levels above 50 signal expansion; […]
Our position on the economy has been that the US is headed for a recession, but we’re not quite there […]
Nonfarm payrolls increased 263,000 in November, beating the consensus expected 200,000. Payroll gains for September and October were revised down […]
View from the Observation Deck 1. Year-to-date through 11/30/22, the S&P 500 Index was down -13.12% on a total return […]
The ISM Manufacturing Index declined to 49.0 in November, lagging the consensus expected 49.7. (Levels higher than 50 signal expansion; […]
Personal income rose 0.7% in October (+0.5% including revisions to prior months), beating the consensus expected +0.4%. Personal consumption increased […]
Real GDP growth in Q3 was revised higher to a 2.9% annual rate from a prior estimate of 2.6%, narrowly […]
View from the Observation Deck 1. Last week’s blog post on 11/22/22 (click here) discussed the potential for a flat […]
It’s that special time of the year, and we will all hear and read a great deal about Black Friday, […]
New single-family home sales increased 7.5% in October to a 0.632 million annual rate, beating the consensus expected 0.570 million. […]