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JOLTed June 07, 2017

By Steven Vannelli, CFA in Economy

Today’s release of the Job Openings & Labor Turnover (JOLTs) revealed a few interesting observations about the US labor market. First, the pace of hires is fading. Keep in mind JOLTs data is released a month after employment data, so we are looking at April…

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Coming Challenges to US Treasury Investing May 01, 2017

By Steven Vannelli, CFA in Economy, Markets

In the table below we show the aggregate US Treasury maturity schedule. Due to stops and starts of the US Treasury issuing longer dated bonds over the last few decades, there is a huge gap in maturities available for investors. The reader will notice that there…

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It’s a Gusher So Far April 28, 2017

By Steven Vannelli, CFA in Economy, Markets

So far in this earnings season, with over half of companies having reported, the energy sector has experienced the biggest earnings surprise. Earnings have come in almost 23% ahead of analyst estimates, nearly double the surprise of the consumer discretionary sector. Digging into industry groups,…

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