The market is going great so no need to worry, right?

The market is going great so no need to worry, right?

There are weeks when sitting down to write this piece is tough because not much worthy of note has happened in the markets or the economy outside of the usual noise. This week, that was most definitely not the case. Thank God it is Friday – we all need a break. New Market Highs and […]

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More Rolling Over from JOLTS and NFIB

More Rolling Over from JOLTS and NFIB

Yesterday’s JOLTS reports from the Bureau of Labor Statistics led further credence to our assessment that the economy is in the later stages of this business cycle, with many areas showing signs of rolling over. Like much of the data we’ve seen lately, Job Openings came in below expectations, with 5,666k openings versus expectations for […]

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A Shocking JOLTS Report?

A Shocking JOLTS Report?

The recent employment data on top of the trend in weaker-than-expected economic data is consistent with the low-growth potential indicated by the 10-year Treasury rate. The Tematica Team is a pretty upbeat bunch, but we do our best to let the data do the talking and what it is telling us is that we are nearing a turning point in this business cycle.

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