02|19|2019

Life of the Party | February 15, 2019

Last week’s article was littered with Negative Nancy’s. This week, many of them have become the life of the party. At least for now… Government Shutdown A shutdown was...

economic

02|19|2019

Leading Indicator Watch | February 15, 2019

Before I publish Market Thoughts this week, here are some economic indicators that caught my eye.  Click here to view my latest insights on economic activity and how the...

Negative Nancy

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...

Leading Indicator Watch

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...

A Dovish Climb

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...

Unemployment and Consumer Confidence

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...

Central Bank Quandary

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...

Housing

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...

Major Concerns?

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%...

Leading Indicator Watch

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...