Category: Economics

  • What Do The Numbers Really Mean? Uncovering the Secrets of Economic Indicators

    An economic drama is playing out as you read this, one whose next act is about to unfold. It began quietly enough on Thursday, Jan. 6, when the U.S. Department of Labor issued its weekly report on first-time unemployment-insurance claims. It found that 364,000 workers filed initial claims for unemployment benefits for the week ending…

  • About Leading Economic Indicators

    Whenever you hear the term ‘sector rotation’ in equity markets, you can be sure there are important things changing in the macro picture. As you know, the big picture today is one of a return to global economic growth, and higher commodity prices and interest rates. Now, it’s pretty hard to have economic growth without…