December 12, 2025 Chart of the Day   Number of the Day 4.9  - Percentage change in goods exports in September, the largest increase since March 2022   Quote of the Day "In terms of quarter-to-date, we were really pleased and saw a strong Thanksgiving period result. We have seen some pullback in demand post Thanksgiving in terms of traffic." - Lululemon CFO Meghan Frank   Thursday's Highlights Initial unemployment claims  (week of 11/30) rose by 44,000 to a three-month high 236,000, bouncing...

December 11, 2025 Chart of the Day     Number of the Day 1  - Number of 25 basis point rate cuts the FOMC expects in both 2026 and 2027   Quote of the Day "Payroll jobs are averaging 40,000 per month since April. We think there's an overstatement in these numbers by about 60,000 (per month)." - Federal Reserve Chair Jerome Powell   Wednesday's Highlights The FOMC cut the federal funds target  by 25 basis points to 3.50-3.75 percent. The employment cost index  (Q3) rose by 0.8 percent...

December 12, 2025 Chart of the Day   Number of the Day 1.8  - Share of workers quitting their jobs in October, down from a record high of 3.0 percent in 2022 and the lowest in more than five years   Quote of the Day "I would characterize the environment as being a little more fragile. We could continue to have a resilient consumer for a few months. It could be longer. But there's less capacity to withstand a stress." - JPMorgan Consumer and Community Banking CEO Marianne Lake   Tuesday's...