To our thinking, analyzing US labor market data has 2 central purposes right now: Assessing where we are in the post-COVID Crisis reopening process. The math here is simple: X…
Year: 2020
CNN Business: "The pandemic could expose more Wirecards"
Excerpt from CNN Business quoting DataTrek’s Jessica Rabe: … “How Americans choose to take trips or not over the next two months will meaningfully impact economic growth and employment,” Jessica…
Stimulus, Summer Vacations & Shutdowns
Summer vacation season is very important to regional economies across the US as it drives service sector employment and spurs consumer spending. How Americans choose to take trips or not over…
What Q2’s Equity Vol Says About Q3 and Q4
The S&P 500 has moved +1% up or down on over half (54%) of trading days so far this year. That’s our fundamental benchmark of how much investors “feel” volatility, as…
Texas/Florida (Just Barely) Pause Reopenings
Today in “Data” we want to dig deeper into what effect the partial rollbacks of economic reopenings have meant for Texas and Florida. Both states have recently curtailed businesses at bars,…
Bloomberg: "No One Can Agree on Where The Stock Market Will Be in Six Months"
Excerpt from Bloomberg quoting DataTrek’s Nick Colas: …. “When it comes to the future of the stock market, investors’ predictions are all over the map. When asked where the S&P…