Posts
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The Monday Morning Mix: March 22 – 28, 2021
March 29, 2021
The Monday Morning Mix: March 22 – 28, 2021
Headlines discussed at LNWM’s Monday morning briefing: — US weekly jobless claims fell to 684,000, the lowest since the pandemic began; 19 million Americans still
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The Monday Mix: March 15 – 21, 2021
March 22, 2021
The Monday Mix: March 15 – 21, 2021
Headlines discussed at LNWM’s Monday morning briefing: — The Fed expects 6.5% US GDP growth and 4.5% unemployment in 2021, but will continue stimulus (near zero Fe
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The Monday Mix: March 8 – 14, 2021
March 15, 2021
The Monday Mix: March 8 – 14, 2021
Headlines discussed at LNWM’s Monday morning briefing: — US producer prices are trending higher — up 2.8% annualized, but weak labor market is expected to co
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The Monday Mix: March 1 – 7, 2021
March 8, 2021
The Monday Mix: March 1 – 7, 2021
Headlines discussed at LNWM’s Monday morning briefing: — The US economy added 379,000 jobs in Feb., the most in four months, as hiring picked up on Covid-19 vaccin
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The Monday Mix: Feb. 22 – 28, 2021
March 1, 2021
The Monday Mix: Feb. 22 – 28, 2021
Headlines discussed at LNWM’s Monday morning briefing: — 10-year and 30-year Treasury yields rose sharply in Feb. — to 1.46% and 2.19%, respectively —
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The Monday Mix: Feb. 15 – 21, 2021
February 22, 2021
The Monday Mix: Feb. 15 – 21, 2021
Headlines discussed at LNWM’s Monday morning briefing: — US retail sales jumped 5.3% in Jan. (vs. 1.2% expected), driven by $600 payments to most Americans (includ
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The Monday Mix: Feb. 8 – 14, 2021
February 16, 2021
The Monday Mix: Feb. 8 – 14, 2021
Headlines discussed at LNWM’s Monday morning briefing: — US consumer sentiment fell unexpectedly in Feb., mostly for households with up to $75k in income, as Congr
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The Monday Mix: Feb. 1 – 7, 2021
February 8, 2021
The Monday Mix: Feb. 1 – 7, 2021
Headlines discussed at LNWM’s Monday morning briefing: — The US job market remains weak: only 49,000 new jobs created in Jan., after 227,000 lost in Dec., with 18
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The Monday Mix: Jan. 25 – Jan. 31, 2021
February 1, 2021
The Monday Mix: Jan. 25 – Jan. 31, 2021
Headlines discussed at LNWM’s Monday morning briefing: — The US economy shrank 3.5% for all of 2020 but is expected to expand by around 5% in 2021, after posting 4