labor market

Weekly Update

This Weird Job Market


Published December 31, 2021

We can think of few other aspects of life that have changed so dramatically from the pandemic as employment and the job market. Radiating outward from the changes in the job market, wages are the most critical component of inflation, a huge buzzword in 2021. If wages have been permanently kick-started into a regime of growth, then inflation will remain far more than a transitory influence in the economy and markets. (more…)

Weekly Update

An Overview of Current Economic and Market Conditions


Published January 29, 2021

This has been the rare week where investment news has become very mainstream. The frenzied trading in Gamestop and other heavily-shorted stocks has created all kinds of buzz. There are plenty of articles discussing the phenomenon of the armies of individual investors going after big-money short sellers. Once the sparks stop flying and the dust settles, there will be some big winners and losers from this market aberration. Meanwhile, the broader markets roll on, mostly unaffected by the turmoil in that handful of stocks. (more…)