Tag: employment

Credit Spreads Will Widen as Job Losses Mount and Supply-Side Costs Increase

Credit Spreads Will Widen as Job Losses Mount and Supply-Side Costs Increase

Credit spreads will widen in our view primarily driven by job losses and increases in the cost of goods and services. There is downward pressure on jobs as we usher in the fall season. Seasonal summer jobs essentially work their way to zero from Labor Day to Columbus Day. Government jobs around the U.S. Census … Continue reading Credit Spreads Will Widen as Job Losses Mount and Supply-Side Costs Increase

TINA, ZIRP, The Future & The Retail Investor

TINA, ZIRP, The Future & The Retail Investor

Investors have lost their minds when it comes to high-flying stocks such as Tesla (TSLA, up 830% over 13 months), Shopify (SHOP, up 210% over 4 months), DataDog (DDOG, up 220% since the March lows), and many other names where valuations are based on anything but the fundamentals. Why? There Is No Alternative (TINA): The … Continue reading TINA, ZIRP, The Future & The Retail Investor

This Dove’s Not Crying

This Dove’s Not Crying

Dovish Fed Chair Jerome Powell held day 2 of his semi-annual monetary report to Congress today. To summarize, the Fed's got your back if you are a company of most any size, if you participate in the capital markets, if you are a politician looking for a free lunch, if you desire low interest rates … Continue reading This Dove’s Not Crying

Q2’20 Insider Sales Activity

Q2’20 Insider Sales Activity

We selected 62 companies from our CEORater database - primarily Technology companies - to understand which companies had the most insider buying and selling activity during Q2. We then sorted those companies such that the top of the list consists of companies with the most Q2 insider sales activity. Click the image below to access … Continue reading Q2’20 Insider Sales Activity

U.S. Economy Improves from COVID Lows Boosted by Bars & Restaurants

U.S. Economy Improves from COVID Lows Boosted by Bars & Restaurants

Total non-farm payroll employment increased by +2.5 million in May led by a recovery in Leisure and Hospitality. The biggest driver was bars and restaurants ("Food Services and Drinking Establishments"), which added +1.4 million jobs and accounted for 56% of total non-farm payroll additions. Non-farm employment in May improved sequentially and was 13% below February … Continue reading U.S. Economy Improves from COVID Lows Boosted by Bars & Restaurants

A Breakdown of the 701,000 Jobs the U.S. Economy Shed in March

A Breakdown of the 701,000 Jobs the U.S. Economy Shed in March

Total non-farm payroll employment fell by 701,000 in March 2020. The unemployment rate rose to 4.4% per the U.S. Bureau of Labor Statistics ("BLS"). Access our Excel breakdown HERE. Access the BLS "Employment Situation Summary" HERE. Reach us at info@ceorater.com or jmaietta@tek2day.com with any questions. click table to expand or download https://open.spotify.com/episode/7jfJcHHQGgV7ODBnX1p0pZ https://youtu.be/ARMMrPigbuQ