Posts By: Jason Roque

Happy Tax Reform Day! | December 22, 2017

Data and fiscal stimulus, in the way of tax reform, were slipped under the tree right before the Holidays, but we did not see the growth you would expect, why? Economic Data Housing data was in focus as existing home sales, housing starts, and home prices surged in November. Much…
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American Productivity | December 15, 2017

This last week we saw valuations increase on the hopes of fiscal stimulus (tax reform) and dovish monetary policy expectations for 2018. WHAT IS MISSING? Psst, the clue is above! FISCAL STIMULUS Typically, fiscal stimulus is reserved during bad economic conditions to assist in the reacceleration of the economy. Not…
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Fed Factor | December 8, 2017

Markets have fully priced in the Federal Reserve Board’s (FRB) anticipated rate hike on Wednesday. So, why will all eyes be on the meeting? Economic Data Data showed continued expansion this past week, but with a tone of moderation. Factory orders experienced a slight fall, but this came in the…
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Taxes, Data, and Bombs | December 1, 2017

Last week saw a rise in volatility. It came during a week where markets surged substantially. Was the surge founded and volatility should calm down? Or will volatility increase from a market move in the other direction? Market data for the week was strong. Home prices rose steadily over the…
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The Turkey Trade | November 24, 2017

The markets surged on the holiday shortened week. Was this due to low volume and vacations or was there truly a reason for the surge? Economic Data For the most part economic data was strong last week. The most notable was a surge in existing home sales (making up 90%…
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