07|02|2019
Patience Is a Loss | June 28, 2019
Last week markets shed a bit of weight, but, a closer look is needed. Investor patience actually led to the loss experienced. The Good News With all three major...
07|01|2019
Leading Indicator Watch | June 28, 2019
Our leading indicators get a collective gasp at last week’s reported numbers. The one bright spot came out of Non-Defense Capital Goods as core durable goods orders (long lasting...
06|25|2019
Central Bank Free for All | June 21, 2019
Last week, markets had a free for all after central banks around the world committed to preventing the slowing global economy, but what now? Federal Reserve Bank (FRB) The...
06|24|2019
Leading Indicator Watch | June 21, 2019
Unemployment numbers continue to support expansion, the S&P 500 rose last week and VIX, the CBOE measure of volatility, was down last week! Let’s see how the other leading...
06|19|2019
Stable Volatility | June 14, 2019
Markets were up slightly last week, but you would not know that by looking at volatility. Why did volatility remain elevated while markets stayed stable? Mexico – US On...
06|17|2019
Leading Indicators | June 14, 2019
As I write Market Thoughts, here are some economic indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting...
06|11|2019
Driving Markets Up | June 7, 2019
Markets grinded up last week even as tensions rose and economic data continued to show weakness. So, what is driving markets up? Trade Tensions Tensions escalated on two...
06|11|2019
Leading Indicator Watch | June 7, 2019
As I write Market Thoughts, here are some economic indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting...
06|04|2019
All-In on Trade | May 31, 2019
Trade disputes escalated last week advancing the battle with China and opening a new front against Mexico. The world seems to be all-in on trade. China- US China was...
06|03|2019
Leading Indicator Watch | May 31, 2019
As I write Market Thoughts, here are some economic indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting...