S&P500 Operating EPS Significantly Overstating Improvement in US Corporate Profits
US equities continue to test new highs, despite ongoing geopolitical tensions on the Korean peninsula. Meanwhile, equity mutual funds continue to...
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US: Labour Market JOLTS The Bears
The Bureau of Labour Statistics (BLS) data on job openings and labour market turnover a.k.a. JOLTS provides yet more evidence of a robust US...
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Global: Even More Bullish World Trade Data
The CPB dataset has emerged in recent years as most analysts' preferred measure of world trade. However there is a less heralded, equally reliable...
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Global: World Trade Still Buoyant
The global economy remains healthy, even robust. That is the clear message of the latest, recently released CPB data that show world trade volumes...
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US: Manufacturing Boom!
While markets have focused on the slight miss in the headline number, the real message of the August labour market report was that the...
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