11|16|2017
Not So Smart Money | November 10, 2017
Markets have surged over the past year on the back of strong earnings, subdued inflation, and the hope of fiscal and financial reform. Earnings As markets continue to set...
11|13|2017
Leading Indicator Watch | November 10, 2017
Ahead of Market Thoughts this week, here are some indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting...
11|09|2017
Around We Go! | November 4, 2017
There was meaningful activity from every corner of the globe last week. It all translated into markets gains for the week, but not without concerns… US In the US...
11|07|2017
Leading Indicator Watch | Nov 3, 2017
Before I publish Market Thoughts this week, here are some indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting the markets.
11|01|2017
Glitch in Central Banking | October 27, 2017
Last week was a big week for the European Central Bank (ECB). They had a chance to out-do the Federal Reserve Bank (FRB), did it happen? The ECB was...
10|31|2017
Bring on the Beer!
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10|30|2017
Leading Indicator Watch | October 27, 2017
Ahead of Market Thoughts this week, here are some indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting...
10|24|2017
All-Time Highs! | October 20, 2017
Markets tapped all-time highs last week. What pushed it: Corporate earnings, NAFTA negotiations, or Senate action on tax reform? Corporate earnings have been favorable, which extended the market gains...
10|23|2017
Leading Indicator Watch | October 20, 2017
Ahead of Market Thoughts this week, here are some indicators that made history! Click here to download the latest insights on economic activity and how they are impacting the...
10|18|2017
Buying Sales? | October 13, 2017
Last week economic statistics were strong, but markets were fairly flat. Retail sales grew substantially, but did markets believe the data? August retails sales were negative 0.2%, mostly a...