Job’s Report Not So Solid

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Friday’s jobs report, the first of 2017, came in weaker than expected with 156k jobs created in December versus expectations for 176k. This report tends to be volatile month-to-month, so we like to look at the twelve month moving average to get a better idea of the longer-term trends. From that lens we can see that […]

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Mornings with Maria

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On Friday October 21st I was on set with Maria Bartiromo, Kat Timpf and Dagen McDowell with a variety of guests. Here are a few clips from those three hours on set… with only one bathroom break… starting at 6am… and a lot of coffee…know my pain. We spoke with JMP Securities President Mark Lehmann on […]

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Economy Strengthening?

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We keep hearing, particularly from the Federal Reserve and those in DC, that the economy is improving. Hmmm, let’s look. With consumer spending responsible for roughly 70% of the economy, how about retail sales? Ok, so maybe not there. How about employment? We keep hearing about how strong employment has become. The percent of working-age people […]

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Brexit from London

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On June 25th, while in London, I had the pleasure of joining David Asman on Fox News to discuss the meaning of Thursday’s vote to leave the European Union. The view of Brexit from London has been stunning. All those who underestimated the British sense of self-confidence and desire for sovereignty or who were over-confident […]

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Italy’s Recent Election and Europe’s Ongoing Struggles

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On June 22nd I had the great pleasure of speaking with Ameera David on RT’s Boom Bust about Italy’s recent elections and Europe’s ongoing struggles, just on day before the United Kingdom holds a referendum on remaining within the European Union. Rome has just elected its first woman mayor in nearly 3,000  years, the 37-year-old Virginia Raggi, […]

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