Since I started in the industry in the mid-90s, the jobs report has been the most important economic data point of the month. This means the first Friday of every month (sometimes the second if the first Friday is the 1st and sometimes 2nd) has the potential to be
For those of you who weren’t aware, our intern Toby, who had his own “Toby’s Take” section of the blog while he was seeing if he wanted to pursue a career in finance, started an apprenticeship earlier this summer with a commercial HVAC company. Last week we were
The market's attention remains fixed on AI, energy prices, and the Federal Reserve. Yet beneath all the headlines is a much more simple factor that has historically driven economic growth: people going to work. The June employment report released last week suggests the labor market is neither booming nor
Probably the most frustrating thing for investors to learn is the relationship between economic growth, inflation, interest rates, and stock prices. Often during times of prolonged growth for stock prices we hear about a "Goldilocks" economy where growth and inflation are not too hot and not too cold. This allows
If you listened to the "experts" discuss the latest jobs numbers, you might think things are picking up for the economy again. If you watch stock prices, you'd think the economy was roaring. But take a step back and the picture looks a little different. Job growth is not
