yield curve

12|05|2018

Ole Reliable | November 30, 2018

Historically, an inverted yield curve has been a reliable indicator of a recession. Is there a reason it may not be as accurate this economic expansion cycle? Ole Reliable...

12|04|2018

Leading Indicator Watch | November 30, 2018

  Market volatility continues to be the lead story in the Markets while Consumer Confidence continues to decline.  My blog, Market Thoughts, this week will focus on the yield...

Geopolitical outcomes

11|27|2018

Geopolitical Outcomes | November 23, 2018

Geopolitical risks always persist, but currently, they are directly impacting economic viability. What are the likely outcomes? G-20 While the focus should be on the G-20, the US and...

Leading Indicator Watch

11|26|2018

Leading Indicator Watch | November 23, 2018

Stories in three key market indicators this week, show signs of skiddish investors and consumers at a vital time of year for consumption.  Click here to view my latest...

Brexit, not so fast

11|20|2018

Brexit Turmoil | November 16, 2018 | Market Thoughts

After a year and a half of worrying about Brexit, a deal has been reached. Turmoil around the EU is not decreasing… Brexit While a deal has been reached,...

Nothing to See

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...

Unemployment

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...