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.

07|17|2018

FRB Hangover | July 13, 2018

Man, can the Federal Reserve Board (FRB) throw a hell of a party!  9 years and we are still not feeling the hangover; when will it come? A decade...