Data Reports
Employment in Pictures – Don’t Blame Bad Weather
March 6, 2026
The U.S. shed 92k jobs in February, but the weather was not to blame.
The U.S. shed 92k jobs in February, but the weather was not to blame.
Commentary & analysis of selected stories on March 6, 2026
Investor concerns about systemic risks related to private asset fund gating is overblown but that doesn't mean these highly levered software concentrated funds don't have risks.
Commentary & analysis of selected stories on March 5, 2026
Join us Friday, March 6, 2026 for our next conference call.
AI has decimated software jobs over the years. While job postings are bouncing back more recently, we have entered a new era in the software development industry.
Commentary & analysis of selected stories on March 4, 2026
With a handful of companies left to report Q4 earnings, the beat rate is well below previous quarters but growth is in line.
Commentary & analysis of selected stories on March 3, 2026