08|01|2017

The Party Rages On | July 28, 2017

After 8 years of partying, the markets got news this last week that the party can continue. At the end of last year, the Federal Reserve Board (FRB) projected...

07|31|2017

Leading Indicator Watch | July 28, 2017

Ahead of Market Thoughts this week, here are the market indicators that have my attention. Click here to download the latest insights on economic activity and how they are...

07|25|2017

Market Waves | July 21, 2017

Volumes are soft, price to earnings are high, and trading is quietly positive. Could all of this represent the calm before the storm. Volumes Market volumes have been fairly...

07|24|2017

Leading Indicator Watch | July 21, 2017

Ahead of Market Thoughts this week, here are some indicators that have caught my attention. Click here to download the latest insights on economic activity and how they are impacting...

07|18|2017

The Meddling Ref | July 14, 2017

In recent months, the shifting stance of the Federal Reserve Board (FRB) has caused markets to ebb and flow. The FRB is supposed to be predictable! Transparency:  That is...

07|17|2017

Leading Indicator Watch | July 14, 2017

Before I publish Market Thoughts this week, here are some indicators that caught my eye for the week of July 14, 2017.   Click here to download the latest...

07|13|2017

Peeling Back Unemployment | July 7, 2017

There are several aspects to the unemployment report. The headline rate rose last month–which is typically a sign of a weakening job market. Was that the case this time?...

07|10|2017

Leading Indicator Watch | July 7, 2017

As I write 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...

07|06|2017

Just Kidding | June 30, 2017

Economic news last week was full of information that reversed course on previous reports. Some of it was only in the news for a day before retractions began. How...

07|03|2017

Leading Indicator Watch | June 30, 2017

As I write 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...