03|03|2016
Earnings and Doves
Earnings season has done a number on equities, as it should, but does this set us up for a strong third quarter? Earnings Disappoint As earnings season is fully...
03|03|2016
Supporting the Hawk
This past Friday jobs data was released, increasing the likelihood of a fed rate increase in September. That being said, there are reasons the fed should consider waiting… Economic...
03|03|2016
Deflation
If you thought this was about ‘deflategate’ you were wrong! Last week the Peoples Bank of China deflated the Renminbi (Ұ) twice. The cuts could leave a lasting impression...
03|03|2016
Red Dusk
Volatility in China has poured over to the US. What is causing it, should it continue, and what impact will this have on the Fed??? China China continues to...
03|03|2016
Calmer Seas Ahead
As China has reeled from stock volatility and weak economic data, the US Markets managed to snap back last week on a flurry of positive data. US Data The...
03|03|2016
Europe, China, and the Fed
Unemployment was down, Oil prices were up, Eurozone PMI Data was up, and the markets were… down??? PMI Data out of Europe impressed. European composite PMI came in at...
03|03|2016
Global Angst Eases
The markets were up for the week! In their defense, it was a holiday shortened week with light trading volume… What, too negative? US Nonfarm job openings reached the...
03|03|2016
Oil… The Equalizer
Last week the Federal Reserve Board (FRB) left rates unchanged… What does that have to do with oil, you ask? Everything… Federal Reserve Inaction The FRB meeting last week...
03|03|2016
Out of the Woods?
Markets renewed their selling trend last week. Are we out of the woods, or is there more selling to come? US Regardless of economic data, the markets seemed hell...
03|03|2016
Slowing Global Growth
Growth has been waning across much of the globe. Yet, the S&P 500 managed to be up for the week, what drove the market? US Much of the data...