12|29|2020
The Santa Rally | December 25, 2020
The Santa Claus rally is underway. Will it deliver through the end of the year? Monday The week got off to a rough start. Markets were down nearly 2%...
12|23|2020
Leading Indicator Watch | December 18, 2020
Core Retail Sales dropped for November and Initial Jobless Claims rose again for the week. Visit Market Thoughts at https://ffsinv.com/category/market-thoughts/ for my weekly detailed take on the markets and...
12|22|2020
Pushing the Market | December 18, 2020
Markets rose, as did COVID cases last week. What is pushing the market higher? Monday The week kicked off much the way it had ended the week before. The...
12|15|2020
Fading Silver Lining
Markets ended up fading 1% last week. Are there lasting concerns or an underlying silver lining? Monday The week opened with a sputter as focus shifted to the never-ending...
12|14|2020
Leading Indicator Watch | Dec. 11, 2020
Not many leading indicators to unpack this week. JOLTs Job Openings climbed to 6.652m open job positions posted for October while the Initial Jobless Claims rose to 853k. Before...
12|08|2020
The Face of Irrational Exuberance | December 4, 2020
Markets grew again last week in the face of mounting COVID cases. Are markets exhibiting irrational exuberance? Monday The week started with vaccine news as Moderna announced they are...
12|07|2020
Leading Indicator Watch | December 4, 2020
Before I publish Market Thoughts, let’s look at the leading indicators that caught my attention last week. Click here to download the latest insights on economic activity. Look for Market Thoughts tomorrow!
12|01|2020
Holiday Present | November 27, 2020
The holiday shortened week brought market gains as an early holiday present! Are the gains sustainable? Monday In a re-occurring theme, Monday brought good vaccine news as AstraZeneca announced...
11|30|2020
Leading Indicator Watch | November 27, 2020
Michigan Consumer Sentiment and CB Consumer Confidence slipped ahead of Black Friday amid a rise in Initial Jobless Claims… the Markets surge on. View my weekly notes here and...
11|24|2020
More of the Same? | November 20, 2020
The markets lost ground last week for the first time since October. Does next week look like more of the same? Monday Markets started the week on a strong...