03|07|2017
Reflation Tailwind
The “reflation” trade has dominated headlines as of late. Headlines, however, do not create profits. Is there substance to the economic tailwind currently in place? US Data ISM Manufacturing...
02|27|2017
Breaking Records!
Records are meant to be broken and last week the Dow Jones matched a record not seen since 1992. Could this positive run spell the end of the current...
02|21|2017
Return of the Hawks
President Trump has stolen much of investors’ attention, however, Federal Reserve Board (FRB) activity still matters immensely. Especially if their actions are unexpected… US Data Retail sales were...
02|15|2017
German Greece
An international drama is beginning to unfold. Germany is struggling to hold on to a united European Union and Greece could be the beginning of the end… International Data...
02|07|2017
Unlocking Populism
After being a dead movement in the United States since the early 1900’s, Populism has surged back in a big way. What implications does it have for the markets?...
01|30|2017
20,000, A Paper Giant?
This past week the Dow Jones crossed 20,000 points for the first time ever! This historic event comes amid concerning data that could indicate we won’t be here long…...
01|24|2017
From Doves to Tweets
For several years now, markets have focused almost exclusively on the Chairperson of the Federal Reserve Board (FRB). In the last 3 months, we have seen an extreme shift...
01|18|2017
Dollar Conundrum
Markets were little changed over the last week as earnings got under way. Mid-week turbulence was barely noticeable as the markets pulled back gains from earlier highs. There was...
01|10|2017
Eurozone Resurgence?
Eurozone data is improving even with the activation of Article 50 looming in the first half of the year. What does this mean for the Eurozone outlook in 2017?...
01|03|2017
2016 Rear View Mirror
With 2016 behind us, there is plenty to look back on and plenty more to infer regarding 2017! The year started like a derailed train. Oil was sinking to...