08|01|2018

The Path Forward | July 27, 2018

It was a busy week–from corporate earnings to central bank meetings. What moved markets and what leads the path forward? Earnings The most dramatic shift as a result of...

07|30|2018

Leading Indicator Watch | July 30, 2018

As I write Market Thoughts this week, here are some economic indicators that caught my attention.  Download the latest insights here on economic activity and how they are impacting the markets.

07|24|2018

Happy Birthday, FFS! | July 20, 2018

Happy birthday, FFS! There is plenty going on this past week, with Tariffs, Fed Independence, and corporate earnings… We will get back to reviewing the week’s activity next week,...

07|23|2018

Leading Indicator Watch | July 20, 2018

Before I publish Market Thoughts this week, here are some economic indicators that caught my eye.  Download the latest insights on economic activity here and how they are impacting the markets.

07|17|2018

FRB Hangover | July 13, 2018

Man, can the Federal Reserve Board (FRB) throw a hell of a party!  9 years and we are still not feeling the hangover; when will it come? A decade...

07|16|2018

Leading Indicator Watch | July 13, 2018

Ahead of Market Thoughts this week, here are some economic indicators that caught my attention.  Download the latest insights on economic activity here and how they are impacting the markets.

07|10|2018

Trade Reality | July 6, 2018

After months of trade threats by both the US and China, the threats came to fruition last week. How will the markets respond?   There is expected to be...

07|09|2018

Leading Indicator Watch | July 6, 2018

As I write Market Thoughts this week, here are some economic indicators that caught my eye.  Download the latest insights on economic activity here and how they are impacting the markets.

07|03|2018

Low For… Ever? | June 29, 2018

The mantra for the last decade has been ‘low for long’. Is it possible that we could be looking at ‘Low For… ever?’ Here is some background on ‘Low...

07|02|2018

Leading Indicator Watch | June 29, 2018

As I write Market Thoughts this week, here are some economic indicators that caught my eye.  Download the latest insights on economic activity here and how they are impacting the markets.