10|09|2018
Trading Foes | October 5, 2018
Markets gave back all their gains on Thursday and Friday. Much of it was related to trading foes, was there just cause for the reversal? The Good The USMCA...
10|08|2018
Leading Indicator Watch | October 5, 2018
Ahead of Market Thoughts this week, here are the leading economic indicators that I’d like to call to your attention. Click here to view my notes on the weekly economic...
10|02|2018
Neutral | September 28, 2018
Last week, the Federal Reserve Board (FRB) increased the short-term rate by .25% making FRB policy technically neutral for the first time since 2008! Accommodative Since the financial crisis,...
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...