◀ The Principal Blog

Posts from the ‘Economic Insights’ category

U.S. economy improves again – February jobs report



This morning, the Department of Labor reported that the U.S. economy added 235,000 jobs in February, and the unemployment rate ticked down to 4.7%. Headline job growth was above 200,000 jobs for a second month in a row, and average hourly earnings increased by a healthy 2.8%. Here are my thoughts…

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Views from the CIO: If the United States were a “stock,” would you buy it?



A “micro” analysis of “macro” events There’s been a lot of recent analysis on U.S. macroeconomic events as well as what the new Trump presidency means for the U.S. economy and financial markets. As we are bottom-up fundamental researchers, I thought I’d offer a different…

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