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UBS Summarizes Wall Street's Expectation For The 2014-2015 US Economy In Two Paragraphs
Waning fiscal drag helps permit gradually tighter monetary policy A slower than normal economic re…
Sam Ro
Low-Paying Jobs Are On The Rise
"Through March, employment growth was about as fast in high-wage industries as in low-wage industri…
Sam Ro
The Most Accurate Economist On Wall Street Has 3 Simple Reasons Why He's Not Worried About The Taper
One of the most frequently expressed worries is whether the likely upcoming diminution and then ter…
Sam Ro
UBS: Wednesday's crummy ADP jobs report poses no threat to our bullish call for Friday's official jobs report
According to ADP's estimate, US companies added just 169,000 private payrolls in April, which was w…
Sam Ro
UBS: We think this will go down as one of the longest US economic recoveries in history
In terms of downside risks, Harris acknowledges that weakness in exports and disappointments in cap…
Sam Ro
Three Separate Economists Made The Exact Same Joke About Janet Yellen Today
Basically, she didn't take a very strong stand, and used nuance to describe the labor market, which…
UBS cuts its 2016 S&P 500 target and says stocks could fall 8% in the next few weeks
"The 'known unknowns' intensified in January - China equity market and FX instability, a renewed oi…
Akin Oyedele
Jobs In Low-Wage Industries Are Still Rising Faster Than Jobs In High-Wage Ones
Over the first two months of Q2, private sector hours worked have risen at a 4.1% annual rate-in th…
Rob Wile
HERE COME THE FOMC MINUTES...
In a note to clients earlier this week, Maury Harris, an economist with UBS, said that while the mi…
Myles Udland
UBS: Housing Is Set For A Sharp Spring Rebound
That being said the mix of housing starts is shifting towards more multifamily starts than single-f…
Mamta Badkar
CHART OF THE DAY: There's A Massive Source Of Pent-Up Demand In The US Housing Market
"Households' further venting of delayed, pent-up demand has been a key theme underlying our 50 basi…
Sam Ro
Here's How The Boom In Apartment Buildings Is Hurting The Job Market
"The absolute job formation associated with likely home and apartment building this year is not tri…
Mamta Badkar
UBS: The US Economic Recovery Will Continue Through 2016
"With the Fed's QE program terminating in the current Q4(14), the economy finally will be "on its o…
Akin Oyedele
Economists agree: The Fed will move in September
"Today's employment report supports our view that the Fed is likely to begin their rate hike cycle …
Myles Udland
One Of The Most Reliable Indicators Of Job Creation Continues To Send Bullish Signals
...Regarding loans to businesses, the April survey results generally indicated that, on balance, ba…
Sam Ro
Here Comes New Home Sales...
Other indicators of the housing market, like homebuilder sentiment and mortgage application have be…
Mamta Badkar
CHART OF THE DAY: Rich People Really Love To Save Their Money
Higher Federal income taxes on relatively wealthy taxpayers should be accompanied by a drop in savi…
Sam Ro
Here's What Happened The Last Time Americans Got Their Tax Refunds Late
...tax refunds represent a substantial source of liquidity for the American population. Last year F…
Rob Wile
STOCKS DO NOTHING: Here's what you need to know
DON'T MISS: Big investors are dumping stocks like it's 2008 »And now, the top stories on Tuesday:
Akin Oyedele
CHART OF THE DAY: The Shutdown Has Had No Noticeable Affect On Consumer Confidence
"US fiscal crises in recent years have been followed by political agreements in the wake of politic…