As I write Market Thoughts this week, here are some indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting the markets.
Posts By: Jason Roque
As I wrote Market Thoughts this week, here are some indicators that caught my eye. Click here to download the latest insights on ecomonic activity and how they are impacting the markets.
The “Trump Bump” had its first weekly market decline last week. Were the markets dumping the stocks that have made the Trump trade so strong the last 6 months? The retreat this last week, which amounted to 1.44% on the S&P 500, came as the American Health Care Act (AHCA)… Read More
As I write Market Thoughts this week, here are some indicators that caught my eye. Click Here to download the latest insights on economic activity and how they are impacting the markets.
Much as expected the Federal Reserve Board (FRB) raised rates last week. So, why did the markets rally and longer term rates fall on the news? Naturally, you would expect markets to retreat as the FRB tightens monetary policy. It usually signals the end of loose consumer spending and less… Read More
Markets have blown through all time highs. Economic activity is running strong. Real Estate is on a seemingly unstoppable growth trajectory. So, how can the party end??? The markets celebrated the eighth anniversary of the bottom of the financial crisis last Thursday, the 9th. For much of those eight years… Read More
The “reflation” trade has dominated headlines as of late. Headlines, however, do not create profits. Is there substance to the economic tailwind currently in place? US Data ISM Manufacturing PMI came in at a strong 57.7 (over 50 indicates expansionary). Conference Board Consumer Confidence came in at 114.8, the highest… Read More
Records are meant to be broken and last week the Dow Jones matched a record not seen since 1992. Could this positive run spell the end of the current rally? This was the first time since 1992 that the Dow Jones closed at record highs for 11 straight days. Economic… Read More
President Trump has stolen much of investors’ attention, however, Federal Reserve Board (FRB) activity still matters immensely. Especially if their actions are unexpected… US Data Retail sales were up .6% in January and December’s figures were revised up. Strong retail sales for January may reflect the warmer than expected… Read More
An international drama is beginning to unfold. Germany is struggling to hold on to a united European Union and Greece could be the beginning of the end… International Data Greece has come back on the scene. Which means they will be referenced every week through June in this article… Lucky… Read More