Stocks have come a long way since the S&P 500 bear market low way back on March 23, 2020, but despite the general strength of the bull market we’ve seen two very different types of trades le

According to LPL Research’s analysis of the Federal Reserve’s (Fed) recently released Beige Book, business sentiment on Main Street has declined in recent months as the economy navigates t

With increased concerns about the Delta variant, high inflation, and recent misses on economic data, it can be easy to forget that we’re still in the middle of a robust economic recovery and lea

Much has been written on the prospects for sustained inflation over the next few years. While some are calling for inflation to be a problem, we are firmly outside that camp. We believe there are seve

Investors finally got the strong pop in payrolls many have been calling for, breaking from the string of recent lukewarm jobs reports and weakening data from other segments of the economy that have be

On Thursday, July 22, the Conference Board released its June 2021 report detailing the latest reading for the Leading Economic Index (LEI), a composite of ten data series that tend to lead changes in

In data we received on Tuesday, July 20, U.S. Housing Starts increased 6.3% in June to 1.64 million units, a 3-month high. By region, housing starts rose in the South and West, and in the Northeast, s

The June Institute for Supply Management (ISM) Services Index was a bit softer than expected (60.1 vs. the Bloomberg consensus estimate of 63.5), although the overall reading remained near multi-year

Nonfarm payrolls rebounded in a big way in June, following relatively disappointing numbers the prior two months.

The U.S. Bureau of Labor Statistics’ June employment report reveale

Before diving into today’s jobs report for May, it will be a useful exercise to recall the curveball that April’s report threw at investors.

One of the more hotly contested to