Had a heavy post for today planned …. about a pretty complicated event occurring in the Capital Markets…just moved it to Wednesday with a bit of travels this week and continued Capital Market movement from a Friday Economic report… wanted to move the later to the front today as it is a bit simpler, but super important as well…
Hang on, both posts this week a bit heavy, but will keep today’s short!
Hot Jobs Numbers Puts Pressure on FED, Rates (short end) and Capital Markets
When GOOD news is bad … it happens in this part of the cycle!
On Friday February 3, 2023 the BLS (Bureau of Labor Statistics) released the “Employment Report” for January 2023…. all about expectations versus actual….
Anyone extrapolating that downward sloping chart – Far Right below. would have certainly NOT EXPECTED that huge January 23 bar… anyone would include all of Wall Street and the FOMC – (Very lagging reading, likely revised, BUT much different from expectations)
New Jobs Expected 190k ACTUAL 571K — Ya ya will be revised, but for now is what Wall Street has…
The good news is from this report lots of jobs and more than expected…. Bad News… Fed may continue to be aggressive in slowing the economy… aka Higher short term rates…
Big move in the 2 Year Treasury, one of the most in sync with Fed rate moves…
Ok… all caught up from last week…be sure to have your coffee before reading Wednesday’s post!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
Q3 2022 J.K. Financial, Inc. Newsletter … Positives Graphic Theme … Video Audio Podcast Review ! By John Kvale CFA, CFP …
Welcome to our Video and Audio Podcast Review of our Q3 2022 Newsletter. For those on the road or just unable to grab the time to read, our podcast type review gives you the behind the scenes insight to our thoughts, observations and deep views of the entire Newsletter.
BREAK IN – Our new format of greater articles continues as we received many positive comments last quarter…. this quarter we run with it again, but we do have a constant theme…. Positives!
Click the Download button below, for a direct link to an electronic version (an early peek-good ole fashion paper versions are on their way to you shortly) and here for our Newsletter page
Let’s get going! We hope you enjoy!
Q 3 2022 Newsletter
(YouTube)
With just shy of 10 charts, we plucked out our favorite three and Review them here in great detail:
In the video, we go into great detail and each one and we hope you enjoy!
TSA throughput is back to almost 2019 levels without the road warrior business traveler!
Being social folks, after a large spike in eating at home (red line), the continued progression and overtake of eating out has occurred!
Lot’s of ways to look at this, but in our positive eyes, more inventory means better options, especially for new home owners!
We hope you enjoy our over the top Positives … talk to you in the fall!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com
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Posted in Economy, General Financial Planning, Interest Rates, Investing/Financial Planning, Market Comments, Newsletters, Podcast, Video
Tagged FOMC, FRED, Housing Inventory, Interest Rates, JOLTS, Newsletter, positives, St Louis Fed, TSA, TSA Throughput, Unemployment Rate