Tag Archives: Wages

The Times They Are A-Changin’

As we approach the end of summer, here’s my perspective on economic issues worth watching. Employment The big new noise is the July employment report. Job growth surged, according to the Department of Labor. The US economy added 255,000 positions, according to the Department of Labor, far more than the 180,000 increase that economists had […]
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The End of the Beginning or Beginning of the End (Redux): Video Commentary

  Links to Referenced ThinkAdvisor and Blog Content: A Different Liquidity Trap https://altegrisblogs.com/2014/05/28/the-end-of-the-beginning-or-the-beginning-of-the-end/    

A Look at the Year Ahead

Providing some answers to the questions on the media’s minds (and maybe the investors’). This is the time of year when we get a lot of questions regarding our outlook for next year including a call for point estimates on the usual indices and other variables. It is somewhat pointless to provide point estimates, but […]
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Employment, China, and Other Fed Funds Factors: How will it all add up?

We still believe the employment numbers, as reflected in the monthly BLS release and the JOLTS reports, are among the more significant factors in the timing and pace of a Fed decision on raising rates. However, the weakening of the yuan in the short term has overwhelmed other factors affecting the global economy and central […]
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Employment Numbers Surprise Almost No One; Alter No Fed Expectations, But…

Are we entering a longer growth, but lower return environment? The Numbers April employment numbers of 223,000 jobs added dropped the unemployment rate to 5.4%. March numbers were revised lower to 85,000 jobs vs. the 126,000 previously reported. Wages rose quite modestly month-over-month. This report provided a sigh of relief for the bulls on both […]
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Employment Numbers Surprise Most and Change Fed Expectations (Again)

In contrast to February, March employment numbers surprised on the downside, with adjustments to January and February reducing employment for the first three months to a seasonally adjusted average rate of 197,000, down from 220,000 previously. As we said last month, we would have expected some payback as the true impact of the weather, the […]
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