NFP Postpones Any Talk of Rate Cuts Despite Deepening Industrial Sluggishness
The strong NFP print for November strengthens the FOMC's rationale for pausing rate changes at its next two meetings (next week and late-January...
328 Views
Bloomberg's Money Will Help the Democrats but Unlikely to Win Him the Nomination
Bloomberg has Democratic positions on most issues but the party has no particular fondness for billionaires, even self-made entrepreneurial ones....
496 Views
Buttigieg Boomlet and Steadier Biden Are Market Positive; Bloomberg Superfluous Now?
Pete Buttigieg "won" the fifth Democratic Presidential debate, and is now leading in the polls for both Iowa and New Hampshire. If he wins both, he...
427 Views
Recession Watch-III: A 2%-Growth Economy Is Set to Decelerate as the Fed Decides to Pause
Markets cheered a weak non-farm payrolls print for October 2019 (+128K, slower than the +145K average for Feb-Oct 2019, but better than the street...
412 Views
Warren Clearly the New Front-Runner, as Trump Hurts Biden with Hunter Controversy
The 4th Democratic presidential debate left Elizabeth Warren (well to the left of George McGovern, who lost all but one state to Nixon in 1972) as...
502 Views