The Trade Deal is Likely to Breathe new Life into Stock-picking

According to an informed source from the Trump administration, China has pledged to boost US imports of manufactured goods by $ 80 billion and energy by more than $ 50 billion over two years. Substantial prospective increase of exports from the US raises questions about the precise sector emphasis that the US government decided to […]

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Understanding December NFP: The puzzle of low unemployment

The December Non-Farm Payrolls report, released last Friday, looks majorly disappointing at first glance.  However, correct judgment of the report involves understanding the subtle interplay between individual components in the context of the current phase of the market cycle. As is the case with some past NFP reports, the individual pieces of the December data […]

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Non-Farm Payrolls: Big Miss in December, but is this due to Shortage of Workers?

The US economy added less than expected number of new jobs in December the Department of Labour said on Friday. It’s clear now that despite of December seasonal boost in hiring, it appears that the labour market started to show first noticeable cracks. Non-farm employment increased by 145K in December, materially lower than the forecast […]

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