02|12|2019
Negative Nancy | February 8, 2019
Last week was marred by negativity at several levels. Everywhere you turned it looked like there was a Negative Nancy… Government Shutdown 2019, 2.0 Negotiations throughout last week were...
02|11|2019
Leading Indicator Watch | February 8, 2019
As I write Market Thoughts this week, here are some economic indicators that caught my attention. Click here to download the latest insights on economic activity and how they...
02|07|2019
A Dovish Climb | February 1, 2019
Last week was a busy week and markets liked it. Between favorable earnings reports and a dovish Federal Reserve Board (FRB), markets continued their climb. Corporate Earnings The week...
02|05|2019
Leading Indicator Watch | February 1, 2019
Mixed reviews coming out of Unemployment data and CB Consumer Confidence as unemployment rose 4% in response to the governnment shutdown and consumer confidence slipped from 126.6 to 120.2...
01|29|2019
Central Bank Quandary | January 25, 2019
For a decade, Central Banks have been responding to an unprecedented financial meltdown. They are stuck in a quandary that appears to have no end. While nearing 10 years...
01|28|2019
Leading Indicator Watch | January 25, 2019
In reviewing the Leading Indicators this week, Housing stands out: Existing home sales fell 6.4% to 4.99M while home prices increased by 5.8% year over year through November. View the...
01|23|2019
Major Concerns? | January 18, 2019
Markets rose last week for the fourth straight week. Did markets gloss over major concerns? The January Effect This most recent surge brought the S&P 500 performance above 6%...
01|23|2019
Leading Indicator Watch | January 18, 2019
In summing up the Leading Indicator Watch this week, I’d be burying the lede if I didn’t at least mention: The University of Michigan Consumer Sentiment fell to 90.7...
01|15|2019
Buyers Beware | January 11, 2019
Last week, three weeks in a row of market gains! Are we out of the woods or should buyers beware? Data last week was meaningful to the landscape of...
01|15|2019
Leading Indicator Watch | January 11, 2019
Before I publish Market Thoughts this week, here are some economic indicators that caught my attention. Click here to download the latest insights on economic activity and how they...