09|05|2018
Life Support | August 31, 2018
The yield curve is on life support and the dynamics that impact it from week to week merit watching! Here is what moved the curve last week. Tariff Talk...
09|04|2018
Leading Indicator Watch | August 31, 2018
Ahead of Market Thoughts this week, here are the economic indicators that caught my attention. Click here to view the latest insights on economic activity and how they are impacting the...
08|29|2018
Shifting the Curve | August 24, 2018
Last week marked a major shift in Federal Reserve Board (FRB) language–a shift that could impact the yield curve and extend this bull market! Week’s News Last week Wednesday...
08|27|2018
Leading Indicator Watch | August 24, 2018
Before I publish my weekly blog, Market Thoughts, here are the economic indicators making news this week. View the latest insights on economic activity and how they are impacting the...
08|21|2018
Breaking Point | August 17, 2018
Last week, we got inflation and consumer sentiment data; they show conflicting views on the economy. Is there a breaking point coming? Core consumer prices (which strips out fuel...
08|20|2018
Leading Indicator Watch | August 17, 2018
As I write my weekly blog, Market Thoughts, here are the economic indicators making news this week. View the latest insights on economic activity and how they are impacting the...
08|14|2018
European Hot Bed | August 10, 2018
The European Union was a hot bed of risk last week. Are those risks poised to present a problem or opportunity? Turkey has come into focus in the last...
08|13|2018
Leading Indicator Watch | August 10, 2018
Before I publish my weekly blog, Market Thoughts, here are the economic indicators making news this week. View the latest insights on economic activity and how they are impacting the...
08|08|2018
Running Out of Options? | August 3, 2018
The economic cycle has been running for 112 months, well beyond its 68-month average. Are central banks running out of options to sustain it going forward? For years, the...
08|06|2018
Leading Indicator Watch | August 3, 2018
Ahead of Market Thoughts this week, here are some economic indicators that caught my eye. Download the latest insights here on economic activity and how they are impacting the markets.