01|23|2018
Leading Indicator Watch | January 19, 2018
As I write 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.
01|17|2018
Rates on the Rise | January 12, 2018
Equities have surged while bonds have retreated. The rate environment has people wondering if “low for long” has finally come to an end. Globally, there seems to be a...
01|16|2018
Leading Indicator Watch | January 12, 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.
01|09|2018
Invincible Markets | January 5, 2018
The markets started 2018 much the same way it spent most of 2017; positive economic data and surging equity prices. Economic Data Factory orders increased more than expected, by...
01|08|2018
Leading Indicator Watch | January 5, 2018
Before I publish 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.
01|04|2018
Year in Review | December 29, 2017
The year was one of the purest in Market performance seen in decades. What lies ahead now that 2017 in officially in the books? A Look Back 2017 had...
01|02|2018
Leading Indicator Watch | December 29, 2017
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.
12|28|2017
Happy Tax Reform Day! | December 22, 2017
Data and fiscal stimulus, in the way of tax reform, were slipped under the tree right before the Holidays, but we did not see the growth you would expect,...
12|26|2017
Leading Indicator Watch | December 22, 2017
Before I publish 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.
12|19|2017
American Productivity | December 15, 2017
This last week we saw valuations increase on the hopes of fiscal stimulus (tax reform) and dovish monetary policy expectations for 2018. WHAT IS MISSING? Psst, the clue is...