09|12|2018

Trip Around the Globe | September 7, 2018

It was a busy week, with data from across the globe impacting markets. Here is a trip around what happened. Tariffs, of course… Tariffs did not happen last week!...

09|10|2018

Leading Indicator Watch | September 7, 2018

As I write Market Thoughts, let’s review the leading indicators published on Friday last week. Click here to view the latest details and how these indicators are impacting the...

09|05|2018

Life Support | August 31, 2018

The yield curve is on life support and the dynamics that impact it from week to week merit watching! Here is what moved the curve last week. Tariff Talk...

09|04|2018

Leading Indicator Watch | August 31, 2018

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

08|29|2018

Shifting the Curve | August 24, 2018

Last week marked a major shift in Federal Reserve Board (FRB) language–a shift that could impact the yield curve and extend this bull market! Week’s News Last week Wednesday...

08|27|2018

Leading Indicator Watch | August 24, 2018

Before I publish my weekly blog, Market Thoughts, here are the economic indicators making news this week. View the latest insights on economic activity and how they are impacting the...

08|21|2018

Breaking Point | August 17, 2018

Last week, we got inflation and consumer sentiment data; they show conflicting views on the economy. Is there a breaking point coming? Core consumer prices (which strips out fuel...

08|20|2018

Leading Indicator Watch | August 17, 2018

As I write my weekly blog, Market Thoughts, here are the economic indicators making news this week. View the latest insights on economic activity and how they are impacting the...

08|14|2018

European Hot Bed | August 10, 2018

The European Union was a hot bed of risk last week. Are those risks poised to present a problem or opportunity? Turkey has come into focus in the last...

08|13|2018

Leading Indicator Watch | August 10, 2018