03|03|2016

Holidays Galore!

So there were a ton of holidays last week, Independence Day, Canada Day, and of course there was the Greek 4 day Bank Holiday, yes, they called it a...

03|03|2016

One More Time to the Wall

Hopefully this is the last time for a long time we talk about Greece. With a 3 year bailout deal pending, 2018 should be the next Greek commentary… Clearly...

03|03|2016

Iran, Yellen, and China…

It was a busy week with developments around the world.  For once I am not talking about Greece! President Obama brokered a deal with Iran that will impact oil...

03|03|2016

Highs and Lows

Just as clients likely though volatility was subsiding, we dive back into negative territory on the markets. What were the factors that played into the S&P falling from an...

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...