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The Morning View: November 30, 2023

 In this morning’s data, Personal Income grew 0.2% in October, as expected. Personal Spending also grew 0.2% in October, as expected and markedly lower than the previous month. Real Personal Spending, which accounts for inflation, increased 0.2% in October, which is...


The Morning View: November 22, 2023

In this morning’s data, Initial Jobless Claims were 209,000 for the week ending November 18th, less than expected and 24k lower than the revised figure from the previous week.  In addition, Continuing Claims were 1,840,000 for the week ending November 11th, also less...


Market Perspective- November 2023

Patience • October’s consumer price index (CPI) was flat from the previous month but still represented an increase of 3.2% over last year. • Excluding volatile food and energy prices, core CPI rose 0.2% and 4%, the smallest increase since September 2021. • Real gross...


The Morning View: November 14, 2023

In this morning’s data, the Consumer Price Index (CPI) was flat in October, slightly less than expected.  It grew 3.2% on an annual basis, less than the annual level the previous month.  Monthly prices for Utility (Piped) Gas Service, up 1.2%, and Transportation...


Market Update -November 2023

Monthly Market Update The S&P 500 fell for the third straight month—falling more than 10% from its summer high. Smaller cap fared the worst, with the Russell 2000 dropping 6.8% Global tensions escalated following terrorist attacks in Israel. Foreign markets...


The Morning View: November 3, 2023

Announced this morning, the economy added 150,000 jobs in October, less than expected.  The Health Care and Social Assistance industry was relatively strong while the Motor Vehicle and Parts industry was relatively weak.  The Unemployment Rate increased one tenth to...


Post-FOMC Thoughts

Leading Up to Yesterday's FOMC Meeting Over the past 6 weeks, there has been a string of positive economic data, including (but not limited to): Yesterday’s JOLTS survey shows an increase in job openings. A Nonfarm Payrolls print of +336k (vs expectations of +170k) in...


Market Perspective- October 2023

Looking for Middle Ground • September’s Consumer Price Index rose by an annual 3.7% (mirroring the prior month). This increase was still well below the 2022 high of 9.2% but again higher than the Fed’s 2% target. • The U.S. economy saw much higher Gross Domestic...


The Morning View: October 26, 2023

Announced this morning, the first reading on GDP for the third quarter of 2023 came in at an annualized rate of 4.9%, higher than expected but less than the 5.4% estimate from the Atlanta Fed GDPNow measure. Personal Consumption was strong while Nonresidential Fixed...


The Morning View: October 18, 2023

Announced this morning, Housing Starts were 1,358,000 in September, less than expected but a 7.0% increase over the previous month.  In addition, Building Permits were 1,473,000 in September, more than expected but it was a decrease of -4.4% from the previous month....


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