Financial News & Political Headlines

UNITED STATES   The main event this week is the May/18 jobs report, due out on Friday. US growth is accelerating after the Q1/18 slowdown. The.. Read More →

UNITED STATES   The main data this week will be retail sales for April, out on Tuesday. It should show healthy growth, with the “control group”.. Read More →

UNITED STATES   What did we learn from last week’s FOMC meeting and NFP reading? First, we learned that the economy is doing well, and the.. Read More →

BRAZIL   IMPORTANT NOTICES: This report is a general discussion of certain economic and geopolitical trends and forecasts.  It does not constitute investment advice of.. Read More →

UNITED STATES   This week we get the advanced estimate of Q1/18 GDP. The results will disappoint (see below) but they are not a good indication.. Read More →

UNITED STATES   The minutes of the FOMC’s March 21st meeting came out last week: The Committee was sanguine on growth and confident on the pickup.. Read More →

UNITED STATES   The main event this week is Friday’s payroll report. Although some attenuation is likely, after February’s torrid pace, it still should be a.. Read More →

UNITED STATES   This will be Jerome Powell’s first FOMC as chairman. Regarding the rate decision, he made his views clear. “From headwinds to tailwinds” made—and.. Read More →

UNITED STATES   No shortage of economic and financial headlines last week. Tariffs; and, of course, non-farm payrolls (NFP): 313k in Feb/18—108k above consensus, the fastest.. Read More →

UNITED STATES   While the jobs report is the focal point of the week, the revised/final productivity numbers for 2017 also merit attention. The dip in.. Read More →