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U.S Labor Department February Jobs Report – The U.S. Labor Department February jobs report on Friday, March 4, 2022, showed employers added 678,000 workers to their payrolls last month as adults joined the workforce at the highest rate in 7 months. The jobless rate fell from 4.0% to 3.8% in February, approaching 50-year lows of 3.5% (not seen since just before the pandemic).

Posted February 22, 2022 Geopolitical Market Review – The markets continue to experience turbulence as Ukraine defends itself from Russia’s invasion. Heightened geopolitical risks on top of the anticipated unwinding…

Posted February 22, 2022 The Unsuspecting Drivers of U.S. Inflation and Market Volatility As U.S consumers continue to feel the pinch of rising costs on everything from food, gasoline, apparel,…

Posted January 14, 2022 Inflation – CPI All Items Hits Highest Annual Rate of Change Since June 1982 On Tuesday, January 11, 2022, at the Federal Reserve Chairman Jerome Powell’s…

Posted December 30, 2021 – As we near the end of the fourth quarter of 2021, it also marks the end of Biden’s first full year in office. The fourth…

500 Sector Level Profit Margins – Not All Sectors are Created Equal On Wednesday, December 15, 2021, the Federal Reserve doubled down on the rate of the asset purchase taper.…

Posted Friday December 10, 2021 As strong consumer demand and supply shortages continue to pressure prices on everything from food, energy, and automobiles, the U.S. Labor Department reported inflation for…

Posted November 17, 2021 – S&P 500 EPS Growth Comparison for 2021, 2022 & 2023 As a follow-up to last week’s Deflating the Fears of Longer-Term Inflation talking points, we…

Posted October 20, 2021 – Federal Reserve in Focus Again this Week with the November FOMC Meeting The Federal Reserve Open Market Committee has just wrapped up their November meeting…