05|22|2019
Trade, Trade, Trade | May 17, 2019
Trade, trade, trade… Last week was all about trade… How should we expect a prolonged trade battle to impact the economy and markets? GDP Impact Thus far, tariffs have...
05|20|2019
Leading Indicator Watch | May 17, 2019
Good news coming out of Housing in this week’s Leading Indicator Watch. See my comments and other news like Consumer Goods and Consumer Confidence here. Stay tuned for Market...
05|14|2019
Trade Implications | May 10, 2019
Trade concerns marred markets last week. A 15% tariff increase, potential tariffs on additional goods, and the threat of retaliation all carried implications for markets. The Rise Last summer...
05|13|2019
Leading Indicator Watch | May 10, 2019
Decent economic news coming out of the leading indicators this week with one exception: The S&P 500 fell 64.24 points last week and VIX (the CBOE measure of volatility)...
05|07|2019
Unemployment’s Deception | May 3, 2019
Unemployment fell to an amazing 3.6%, a level last seen in 1970! The markets lauded the achievement with a strong advance on Friday. So, what is the deception? Wage...
05|06|2019
Leading Indicator Watch | May 3, 2019
Ahead of Market Thoughts, let’s look at some economic indicators to start our week! Click here to view the latest insights on economic activity and how they are impacting...
04|30|2019
Strong GDP??? | April 26, 2019
Markets were supported by better than expected earnings, a dovish Bank of Japan (BOJ), and Stronger GDP out of the US… or was it?!?! Corporate Earnings US corporate earnings...
04|29|2019
Leading Indicator Watch | April 26, 2019
Our indicators share positive news this week! The S&P 500, Consumer Sentiment, New Home Sales, and Core Durable Goods Orders all rose last week. Click here to take a...
04|23|2019
Growth Concerns | April 19, 2019
The week started optimistically as growth appeared to re-emerge in China. This also raised concerns domestically, why? China GDP data released last week for China showed improvement over the...
04|22|2019
Leading Indicator Watch | April 19, 2019
Services PMI indicator hit fresh lows in April, coming in at 52.9–the lowest level since December of 2017. Building permits and housing fell in March. It’s not all bad...