Behind the Numbers

  • Behind the Numbers - Apr 19, 2019

    The Tide is Turning - As we say in the South, if you do not like the weather, wait an hour or two and it will probably change. The same can be said for the bond market. For those who were unhappy with the plummet yields took last month, not to worry. The tide has turned...
  • Behind the Numbers - Apr 12, 2019

    Big Data Meets Price Changes - The new age of data collecting is finally making its way into government reports. The big story leading up to this week’s consumer price index (CPI) report was the use of a new methodology for collecting data. Data will be fed directly from a company, in this case an...
  • Behind the Numbers - Apr 5, 2019

    The Job Market Remains Strong - It is time to agree the dismal job growth in February was an anomaly and not a sign of a failing job market. The Labor Department’s monthly job report revised February’s job gains up to 33,000 and, more importantly, tallied March job growth at 196,000. The three...
  • Behind the Numbers - Mar 29, 2019

    The 'R' Word is Flashing Red - The “end is near” mindset that began last week took a turn for the worse this week. The threat of a global recession took hold of the financial markets and pushed the benchmark 10-year Treasury yield to the lowest level since December 2017. The fed funds futures...