Missing Something

11|14|2018

Missing Something | November 9, 2018

Markets expanded last week, mostly post elections. Still, are we missing something… a threat that lurks beneath and could put a stop to this expansion? Washington Monday through Wednesday...

Leading Indicator Watch

11|13|2018

Leading Indicator Watch | November 9, 2018

You will see only slight movements in most catagories of the leading indicator watch for the week ending November 9, 2018 with the exception of the M2 Money Supply. ...

Bloody October

11|07|2018

Bloody October | November 2, 2018

Markets clawed back some of their losses from a bloody October. Trade and earnings had much to do with markets recapturing their footing. Trade At the open of the...

10|09|2018

Trading Foes | October 5, 2018

Markets gave back all their gains on Thursday and Friday. Much of it was related to trading foes, was there just cause for the reversal? The Good The USMCA...

10|08|2018

Leading Indicator Watch | October 5, 2018

Ahead of Market Thoughts this week,  here are the leading economic indicators that I’d like to call to your attention.  Click here to view my notes on the weekly economic...

10|02|2018

Neutral | September 28, 2018

Last week, the Federal Reserve Board (FRB) increased the short-term rate by .25% making FRB policy technically neutral for the first time since 2008! Accommodative Since the financial crisis,...

Indicator watch

10|01|2018

Leading Indicator Watch | September 28, 2018

As I write Market Thoughts today,  here are the economic indicators that caught my eye.  Click here to view the latest insights on economic activity and how they are...

09|25|2018

Low, Low, Low | September 21, 2018

Congratulations US economy, chugging along at new market highs! These highs came on the back of low tariffs, low new unemployment claims, and low dollar. Low Tarrifs New tariffs...

Indicator watch

09|24|2018

Leading Indicator Watch | September 21, 2018

Ahead of Market Thoughts this week, let’s look at the economic indicators that caught my eye.  Click here to view the latest insights that move the economy and how...

09|18|2018

False Hope? | Market Thoughts | September 14, 2018

Favorable data, favorable returns… Globally markets expanded last week giving us reason to be happy. Is it a false hope? Consumer confidence heading into the 4th quarter is the...