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Market Movement

Job Choices

This morning, Revelio reported that during the month of November there were a net cumulative 9,000 jobs lost. Revelio, like ADP, is calculating net job losses five out of the last seven…
jeremy
December 8, 2025
Market Movement

The See-Saw of Financial Markets

The tried-and-true measure of inflation that the federal government monitors most closely is the Personal Consumption Expenditures (PCE) index, which was published this morning. The year-over-year headline number rose from 2.7% to…
jeremy
December 5, 2025
Market Movement

Likelihood of Low Labor Later

I'm a pretty positive person. Despite nitpicking obscure statistics hinting at the generalized health of the economy, I believe that we create our own features and as we adhere to the…
jeremy
December 4, 2025
Market Movement

The Tea Leaves are Clear

The ADP Employment Report this morning was expected to show the creation of 5,000 new jobs last week.  Instead we saw a net loss of 32,000.  Small businesses were hit the…
jeremy
December 3, 2025
Market Movement

2026 Housing Predictions

This morning, Redfin published an article prognosticating a tremendous improvement in home affordability next year. They see a 3% increase in home sales and a "normalization of prices", with home prices…
jeremy
December 2, 2025
Market Movement

The Gag Order

The Bureau of Labor Statistics let us know this morning that they will not be releasing the Consumer Price Index tomorrow as normally scheduled.  There's a gag order in place until the…
jeremy
November 12, 2025
Market Movement

The Writing on the Wall

In the absence of the Jobs Report from the Bureau of Labor Statistics, economist are scrambling to procure reliable data from other sources. This week, ADP show that there were 42,000…
jeremy
November 7, 2025