Housing year-over-year comps need context for the rest of 2026
Last week’s data was really impacted by comparisons to Labor Day weekend in 2025
Surprisingly Light Selling Given The Econ Data
Surprisingly Light Selling Given The Econ Data Today's market reaction to the big beat in NFP (162k vs 56k) certainly stretches the paradigm of most market watchers who've been in the game for more than a few years, but this has been the reality over the past year or two. Relatively rapid changes in
Trump threatens trade halt if Fed does not cut rates
President urged the Federal Reserve to cut rates after August payrolls rose by 162K and unemployment held at 4.1%

Pamela Heman
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