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.
08|01|2018
The Path Forward | July 27, 2018
It was a busy week–from corporate earnings to central bank meetings. What moved markets and what leads the path forward? Earnings The most dramatic shift as a result of...
07|30|2018
Leading Indicator Watch | July 30, 2018
As I write Market Thoughts this week, here are some economic indicators that caught my attention. Download the latest insights here on economic activity and how they are impacting the markets.
07|24|2018
Happy Birthday, FFS! | July 20, 2018
Happy birthday, FFS! There is plenty going on this past week, with Tariffs, Fed Independence, and corporate earnings… We will get back to reviewing the week’s activity next week,...
07|23|2018
Leading Indicator Watch | July 20, 2018
Before I publish Market Thoughts this week, here are some economic indicators that caught my eye. Download the latest insights on economic activity here and how they are impacting the markets.