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Job Creation Looking Good
For week ended 2/9/25 After a Super Bowl that was just interesting enough to keep us from switching to the Puppy Bowl, I trust you’re...
David Halseth
Feb 92 min read
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Tariffs and a Weakening GDP
For the week ended 2/1/2025 Unless you’ve been living in a Wi-Fi-free cave, you’ve heard about the latest wave of tariffs against...
David Halseth
Feb 22 min read
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No Respite for the Housing Market
For week ended 1/25/2025 Back in the Saddle Good to be back in the saddle and providing you with some entertainment—and hopefully a bit...
David Halseth
Jan 262 min read
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Pity the Bond Market Investor
For the week ended 1/11/2025. Hopefully, you've eased into 2025 and are keeping those resolutions alive (don't worry—you only have 50...
David Halseth
Jan 121 min read
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Productivity Continues to Rise
For week ended 1/4/2025 After the holiday respite, welcome back to the 2025 edition of Monday Morning Musings. Without further delay,...
David Halseth
Jan 51 min read
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Inflation Ticks Up - Again
For the week ended 12/14/2024. The narrative over the past 9 - 12 months has been a cooling economy and job creation will result in...
David Halseth
Dec 15, 20241 min read
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Job Creation Remains Solid
For the week ended 12/7. The domestic economy is doing pretty darn well these days, and the latest data point on the labor market seems...
David Halseth
Dec 8, 20241 min read
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Best Month of the Year
For the week ended 11/30/24. Welcome back from your Thanksgiving feasts and let's get right to it. First off, domestic stocks turned in...
David Halseth
Dec 1, 20241 min read
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A Structurally Broken Asset Class
For the week ended 11/23/24. An asset class that continues to disappoint may best sum up emerging market (EM) equities. What held so...
David Halseth
Nov 24, 20241 min read
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Inflation Is Cumulative
For the week ended 11/16/2024. Why do we keep talking about inflation? Well, aside from the point it has been the most cited reason for...
David Halseth
Nov 17, 20241 min read
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A Red Wave Sprinkled With Rising Markets
For week ended 11/9/2024. Yes, Donald Trump won the election last week and if this is the first time you have read/heard of this...
David Halseth
Nov 10, 20241 min read
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Economic data, an election, and Pepto Bismol
For the week ended 11/2/2024. First, the good news is that the economy continued its strong stretch over the summer, powered by the...
David Halseth
Nov 3, 20241 min read
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Halloween & The Election
Monday Morning Musing for the week ended 10/26/2024. As we come down to the final days before the big event, people are wracking their...
David Halseth
Oct 28, 20241 min read
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Monday Morning Musings
The Monday update for the week ended 10/19/2024. Find the latest economic trends and news.
David Halseth
Oct 24, 20241 min read
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