Posts
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The Monday Mix: Sept. 27 – Oct. 3, 2021
October 4, 2021
The Monday Mix: Sept. 27 – Oct. 3, 2021
Top-of-mind headlines as we start the week: — S&P 500 earnings for 3rd quarter 2021 are expected to be +29.4% higher vs. same quarter last year, with the energy and
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The Monday Mix: Sept. 20 – 26, 2021
September 27, 2021
The Monday Mix: Sept. 20 – 26, 2021
Top-of-mind economic headlines as we start the week: — August existing home sales fell 2% from July (1st drop in 14 months) and are down 1.5% from Aug. 2020, in si
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The Monday Mix: Sept. 13 – 18, 2021
September 21, 2021
The Monday Mix: Sept. 13 – 18, 2021
Top-of-mind headlines as we start the week: — US consumer prices were up 5.3% in August vs. year-ago and 0.3% vs. June, mostly due to food and energy costs. — The
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The Monday Mix: Sept. 6 – 12, 2021
September 13, 2021
The Monday Mix: Sept. 6 – 12, 2021
Economic headlines that are top-of-mind as we start the week: — US average hourly wages were up 4.3% in Aug. from year ago (+10.3% in leisure and hospitality), as worker
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The Monday Mix: Aug. 30 – Sept. 6
September 7, 2021
The Monday Mix: Aug. 30 – Sept. 6
Headlines discussed at LNWM’s Monday morning briefing: — The US economy added only 235,000 new jobs in Aug. (vs. nearly 1 million in both June and July), as latest
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The Monday Mix: Aug. 23 – 29, 2021
August 30, 2021
The Monday Mix: Aug. 23 – 29, 2021
Headlines discussed at LNWM’s Monday morning briefing: — By year-end, the Federal Reserve plans to start cutting back on its massive bond buying ($120 billion a mo
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The Monday Mix: Aug. 16 – 22, 2021
August 23, 2021
The Monday Mix: Aug. 16 – 22, 2021
Headlines discussed at LNWM’s Monday morning briefing: — On average, US weekly unemployment claims fell to 377,750 in past month — a 17-month low; healthy jo
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The Monday Mix: Aug. 9 – 15, 2021
August 16, 2021
The Monday Mix: Aug. 9 – 15, 2021
Headlines discussed at LNWM’s Monday morning briefing: — US consumer prices were up 5.4% in July vs. a year ago, but annualized core inflation (ex food and energy)
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The Monday Mix: Aug. 2 – 8, 2021
August 9, 2021
The Monday Mix: Aug. 2 – 8, 2021
Headlines discussed at LNWM’s Monday morning briefing: — US manufacturing activity expanded for the 14th month in a row in July, despite labor and materials shorta
