Nonfarm Payrolls December 2023
January 5, 2024
2023 concluded with a strong showing for American workers. US nonfarm payrolls expanded by 216,000 during December and the official unemployment rate...
Calendar Spread Trades in Augmedix, Inc. (Symbol AUGX)
This morning 500 Augmedix, Inc. (Symbol AUGX) January 19 ’24 / February 16 ’24 5 calendar call spread traded 500 times for $0.20 with...
Is It Only Inflation That Matters?
U.S. markets expect rate cuts. How likely is that with equities close to all-time highs?
Low unemployment and elevated risk assets may be the key...
Market Sees Points of Hesitation
The start of 2024 has been a bit skittish for the major indices and the Treasury market. There has been some understandable selling activity,...
Five Market Lessons from 2023, and Five Predictions for 2024
Key takeaways
Interest rates matter
This is a hyper rate-sensitive environment given the aggressive tightening by many Western central banks.
Policymakers on guard
I’m optimistic that policymakers will...
