10|01|2018
Leading Indicator Watch | September 28, 2018
As I write Market Thoughts today, here are the economic indicators that caught my eye. Click here to view the latest insights on economic activity and how they are...
09|25|2018
Low, Low, Low | September 21, 2018
Congratulations US economy, chugging along at new market highs! These highs came on the back of low tariffs, low new unemployment claims, and low dollar. Low Tarrifs New tariffs...
09|24|2018
Leading Indicator Watch | September 21, 2018
Ahead of Market Thoughts this week, let’s look at the economic indicators that caught my eye. Click here to view the latest insights that move the economy and how...
09|18|2018
False Hope? | Market Thoughts | September 14, 2018
Favorable data, favorable returns… Globally markets expanded last week giving us reason to be happy. Is it a false hope? Consumer confidence heading into the 4th quarter is the...
09|17|2018
Leading Indicator Watch | September 14, 2018
Before I publish Market Thoughts, let’s review the leading indicators published on Friday last week. Click here to view the latest details and how these indicators are impacting the...
09|12|2018
Trip Around the Globe | September 7, 2018
It was a busy week, with data from across the globe impacting markets. Here is a trip around what happened. Tariffs, of course… Tariffs did not happen last week!...
09|10|2018
Leading Indicator Watch | September 7, 2018
As I write Market Thoughts, let’s review the leading indicators published on Friday last week. Click here to view the latest details and how these indicators are impacting the...
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...