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The Morning View: September 2, 2022

In this morning’s data, the economy added 315,000 jobs in August, slightly more than expected. The Retail Trade industry was relatively strong, while the Motor Vehicles and Parts industry was weak. The Unemployment Rate ticked two-tenths higher to 3.7% and the Labor...

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The Morning View: August 26, 2022

In this morning’s data, Personal Income increased 0.2% in July, less than expected. Personal Spending increased 0.1% in July, much less than expected and Real Personal Spending, which accounts for inflation, was up 0.2% in July which is stronger than in recent months....

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Market Perspectives – August 2022

The Fed, Inflation and Market Perspective • Inflation may have peaked last month. The latest CPI number posted a light decline in the inflation gauge to 8.5%, year over year. While inflation may have peaked, the Federal Open Market Committee (FOMC) will require more...

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The Morning View: August 17, 2022

In this morning’s data, Retail Sales for July were flat for the month, one-tenth less than expected. For the month, Non-store retailers were relatively strong, up 2.7%, while Gasoline Stations, down -1.8%, and Motor Vehicle & Parts Dealers, down -1.6%, were weak....

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The Morning View: August 10, 2022

Announced this morning, the Consumer Price Index was unchanged in July and increased 8.5% on an annual basis, both less than expected.  Monthly prices for Fuel Oil, down -11.0%, and Gasoline, down -7.7%, were the leading decliners.  The core rate, which excludes...

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Market Update – August 2022

The Month At A Glance US stocks surged 9.2% in July—their best month since November 2020 US core bonds gained 2.4%, which was by far their best month in 2022 Inflation (CPI) in June registered a hotter-than-expected 9.1% US GDP was negative for the second straight...

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The Morning View: August 5, 2022

Announced this morning, the economy added 528,000 jobs in July, much higher than expected and the previous month was also revised higher. The Education and Health Services industry remained strong, while the Motor Vehicles and Parts industry was weak. The Unemployment...

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The Morning View: July 29, 2022

Announced this morning, Personal Income increased 0.6% in June, slightly higher than expected and unchanged from the previous month’s revised figure.  Personal Spending increased 1.1% in June, also slightly higher than expected and significantly higher than the...

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The Morning View: July 19, 2022

In this morning’s data, Housing Starts were 1,559,000 in June, less than expected and a -2.0% decrease increase from the previous month when an increase was expected. In addition, Building Permits were 1,685,000 in June, a bit higher than expected but still a decrease...

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Market Perspectives – July 2022

Engineering an Economic Slowdown   • Interest rate and FOMC headlines continue to rattle the markets, in turn driving investor returns towards Bear-Market territory • Today’s economic environment is the result of FOMC activities during the pandemic two years ago...

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