09|21|2020
Leading Indicator Watch | September 18, 2020
A dramatic shift in Building Permits and Housing Starts from July to August is the focus of our leading indicators this week. Please click here to review my notes...
09|15|2020
The Ebb And Flow Driver | September 11, 2020
Markets ebbed more than they flowed last week. What were the major drivers, and will the bleeding stop soon? Monday Markets were closed in observance of the Labor Day...
09|14|2020
Leading Indicator Watch | September 11, 2020
JOLTS news was a bright spotlight in our leading indicators last week as US employers added 6.618M jobs in July (JOLTS is a survey to help measure job vacancies)...
09|09|2020
Turning Week | September 4, 2020
The markets are turning, but what data came during the week to cause the shift? Monday Monday brought the end of a robust August for the stock markets. They...
09|08|2020
Leading Indicator Watch | September 4, 2020
Manufacturing and Unemployment posted some small victories last week in our leading indicator watch. The S&P500, VIX, and yield curve data showed some challenges. I’ll dive in deeper in...
09|01|2020
Too Soon For Champagne? | August 28, 2020
Markets are sipping champagne for their victory over the recent recession. Did they pop the cork a bit too soon? Monday The week began with markets on the rise....
08|31|2020
Leading Indicator Watch | August 28, 2020
Consumer Confidence slipped last week in our leading indicator watch, Unemployment rose to over 1 million again, and Core Durable Goods Orders fell to 2.4%. Good news hit the...
08|25|2020
Tap the Housing Market | August 21, 2020
Markets extended the rally last week on strong housing data. What’s on tap for this week? Monday Technology stocks led on Monday as the week got underway. Home builder...
08|24|2020
Leading Indicator Watch | August 21, 2020
Our leading indicator watch last week showed positive, forward momentum in Building Permits, Housing Starts, and Existing Home Sales for July while Unemployment week to week continues a volatile...
08|18|2020
Positive Move | August 14, 2020
Markets moved into positive territory last week. Are the valuations founded? Monday Markets ended mixed on Monday. Leadership shifted to cyclical asset classes such as consumer discretionary and energy....