Author Archives: macromon

U.S. Employment Situation – December 2014

The BLS reported this morning, Total nonfarm payroll employment rose by 252,000 in December, and the unemployment rate declined to 5.6 percent, the U.S. Bureau of Labor Statistics reported today. Job gains occurred in professional and business services, construction, food … Continue reading →

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US Sector ETF Performance – January 8

(click here if charts are not observable)

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Daily Risk Monitor – January 8

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Deflation: transitory? – FT

On the day the eurozone officially dropped into deflation, John Authers looks at growing market worries about disinflation in the US. Will the oil price fall prove to be transitory? Click here for more Authers Note videos http://video.ft.com/Authers-Note (click here … Continue reading →

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Homebuilders Breaking Out

After a year of doing nothing – up 2.46 percent in 2014 -,  the homebuilders  ETF (XHB) is breaking out. (click here if chart is not observable)

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US Sector ETF Performance – January 7

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Daily Risk Monitor – January 7

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One Unintended Consequence of QE

Over the holidays we were reviewing previous posts on QE and financial repression.   Though posted almost 4 years ago, we thought this is very appropriate and timely to today’s macro climate. One danger of the lack of price discovery [in … Continue reading →

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US Sector ETF Performance – January 6

(click here if charts are not observable)

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Daily Risk Monitor – January 6

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