02|27|2018
Rates and Stocks | February 23, 2018
Markets grew at a humble rate last week and volatility has come back down. As we look ahead to the next growth cycle, interest rates will likely play a...
02|26|2018
Leading Indicator Watch | February 23, 2018
Ahead of Market Thoughts this week, here are the indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting the markets.
02|21|2018
What Goes Down Must Go Up! | February 16, 2018
In recent weeks, volatility has been turned on its head. Where will it go from here? 2017 saw incredibly low volatility. The VIX, The Chicago Board of Options Exchange...
02|20|2018
Leading Indicator Watch | February 16, 2018
Before I publish Market Thoughts this week, here are the indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting the markets.
02|13|2018
A Path Forward | February 9, 2018
Markets tumbled an additional 5.16% last week; the real question is, where can the opportunities be found? In our most recent growth cycle, we experienced strengthening global growth with...
02|12|2018
Leading Indicator Watch | February 9, 2018
As I write Market Thoughts this week, here are the indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting the markets.
02|06|2018
Free Fall | February 2, 2018
Last week markets reacted strongly to the unemployment report, but why and will the fall continue? The jobs report carried plenty of good data for January. Non-farm payrolls grew...
02|05|2018
Leading Indicator Watch | February 2, 2018
Before I publish Market Thoughts this week, here are the indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting the markets.
01|31|2018
Peeling Back GDP | January 26, 2018
GDP came in at a lackluster 2.6% for the 4th Quarter, missing expectations of a 2.9% growth rate. Markets did not react as you would expect, but why? GDP...
01|29|2018
Leading Indicator Watch | January 26, 2018
Ahead of Market Thoughts this week, here are the indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting the markets.