08|03|2016

FRB Slow Play…

[1] The Federal Reserve Board (FRB) met and did nothing as expected. Their phrasing increased the likelihood of a rate increase in September, so what now for markets? Nothing…...

07|25|2016

Rally, Week 4!

The post Brexit market rally continued this last week even in the face of a failed Turkish coup that has now resulted in a state of emergency. US Data...

07|11|2016

European Recession?

 US markets advanced last week while the European outlook has continued to deteriorate.   Jobs Report The June jobs report was much stronger than expected. The May report which...

07|06|2016

What Brexit???

A week ago the sky was falling as England left the European Union (EU), markets bled out 3.6%, the ¥ fell below 100. It is amazing how much changes...

06|29|2016

Brexit Toll

Markets anticipated the British referendum to result in a ‘stay’ vote and were caught off guard; causing a strong sell off Friday. What does it mean for the long-term?...

06|21|2016

Head for the Brexit

The week saw a wild ride landing about 1% lower than the week before. Most of the turbulence came from England’s impending referendum on Brexit… For most of the...

06|13|2016

Jobs Report Hangover

Typically, a hangover is a bad thing, but given the soft Jobs report from a week ago this hangover has been a win-fall for markets! US Data Federal Reserve...

06|06|2016

Best Laid Plans

The Federal Reserve Open Market Committee (FOMC) has been working hard for 2 weeks to make sure the markets expect a June rate hike. That may have all come...

05|31|2016

Selling The Fed

Strong US Real Estate Data was one of several pieces supporting market advances last week. So much so, that hawkish Federal Reserve committee comments didn’t dampen demand. US Data...

05|23|2016

Fear The Fed

Market data was great this last week, with strong housing data, improved industrial production, and softening core inflation data. By the way, the Federal Reserve decided to screw everything...