Author : Calculated Risk

From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. April was a very good month for U.S. rail...

From Merrill Lynch:We revise down our 2Q GDP forecast to 3.2% from 3.7% as consumer spending and capex trends appear less bullish and there is...

By request, here is another update of tracking employment during Presidential terms.  We frequently use Presidential terms as time markers - we could use Speaker...

The headline jobs number at 164,000 for April was below consensus expectations of 190 thousand, however the previously two months were revised up a combined...

From the BLS: Total nonfarm payroll employment increased by 164,000 in April, and the unemployment rate edged down to 3.9 percent, the U.S. Bureau of...

My April Employment PreviewGoldman: April Payrolls PreviewFriday:• At 8:30 AM ET, Employment Report for April. The consensus is for an increase of 190,000 non-farm payroll...

Fannie and Freddie reported results for Q1. Here is some information on Real Estate Owned (REOs).Freddie Mac reported the number of REO declined to 7,718...

A few brief excerpts from a note by Goldman Sachs economists Daan Struyven and Spencer Hill:We expect a 180k increase in nonfarm payroll employment in...

On Friday at 8:30 AM ET, the BLS will release the employment report for April. The consensus, according to Bloomberg, is for an increase of...