Posts Categorized: MARKET THOUGHTS

Calmer Seas Ahead

As China has reeled from stock volatility and weak economic data, the US Markets managed to snap back last week on a flurry of positive data. US Data The economic data last week pumped life into a stock market that had slid into correction territory. Even better than strong data,…
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Europe, China, and the Fed

Unemployment was down, Oil prices were up, Eurozone PMI Data was up, and the markets were… down??? PMI Data out of Europe impressed. European composite PMI came in at 54.3 for August. Europe has continued to impress with the strides it has been taking as a result of its bond…
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Global Angst Eases

The markets were up for the week! In their defense, it was a holiday shortened week with light trading volume… What, too negative? US Nonfarm job openings reached the highest level in 15 years at 5.75M openings[1]. This is a great sign of stabilization in our job markets. This has…
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Oil… The Equalizer

Last week the Federal Reserve Board (FRB) left rates unchanged… What does that have to do with oil, you ask? Everything… Federal Reserve Inaction The FRB meeting last week came and went without a rate change. Some felt (myself included) that the best timing for the FRB would have been…
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Out of the Woods?

Markets renewed their selling trend last week. Are we out of the woods, or is there more selling to come? US Regardless of economic data, the markets seemed hell bent to retest the lows of the current correction. Several pieces of decent US economic data made that clear. GDP for…
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Slowing Global Growth

Growth has been waning across much of the globe. Yet, the S&P 500 managed to be up for the week, what drove the market? US Much of the data contradicted market results: Pending home sales fell 1.4% US Trade deficit increased to -67.19B ISM manufacturing data fell to 50.2 Factory…
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Manufacturing vs Services

Manufacturing and Services make up 90% of GDP, but which should we focus more of our attention on? Manufacturing Current Manufacturing data for the US came in at 53.1 on 10/1/15. Through-out 2015 Manufacturing peaked at 55.7 in March and has declined to its current level[1]. What do these numbers…
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Fear the Consumer

The markets were up last week as soft US economic data led many to believe the Federal Reserve Board (FRB) may hold off action till 2016. The consumer may have something to say about that… The case against a rate hike: There was plenty of data on the market to…
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Central Bank Party

Apparently the party rages on for Central Banks. They continue to incentivize markets and spending without a care for the consequences… Have you ever been to a party that was so much fun you just did not want the night to end? The host did a great job picking the…
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October, Don’t Go!

October turned out to be the best performing month on the market in 4 years. What did it and can it continue? No! No suspense, just no! The S & P 500 expanded by more than 8% in the month of October. That kind of pace is not sustainable. The…
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