Missing Something

11|14|2018

Missing Something | November 9, 2018

Markets expanded last week, mostly post elections. Still, are we missing something… a threat that lurks beneath and could put a stop to this expansion? Washington Monday through Wednesday...

Bloody October

11|07|2018

Bloody October | November 2, 2018

Markets clawed back some of their losses from a bloody October. Trade and earnings had much to do with markets recapturing their footing. Trade At the open of the...

10|09|2018

Trading Foes | October 5, 2018

Markets gave back all their gains on Thursday and Friday. Much of it was related to trading foes, was there just cause for the reversal? The Good The USMCA...

10|02|2018

Neutral | September 28, 2018

Last week, the Federal Reserve Board (FRB) increased the short-term rate by .25% making FRB policy technically neutral for the first time since 2008! Accommodative Since the financial crisis,...

09|25|2018

Low, Low, Low | September 21, 2018

Congratulations US economy, chugging along at new market highs! These highs came on the back of low tariffs, low new unemployment claims, and low dollar. Low Tarrifs New tariffs...

09|18|2018

False Hope? | Market Thoughts | September 14, 2018

Favorable data, favorable returns… Globally markets expanded last week giving us reason to be happy. Is it a false hope? Consumer confidence heading into the 4th quarter is the...

09|12|2018

Trip Around the Globe | September 7, 2018

It was a busy week, with data from across the globe impacting markets. Here is a trip around what happened. Tariffs, of course… Tariffs did not happen last week!...

09|05|2018

Life Support | August 31, 2018

The yield curve is on life support and the dynamics that impact it from week to week merit watching! Here is what moved the curve last week. Tariff Talk...

08|29|2018

Shifting the Curve | August 24, 2018

Last week marked a major shift in Federal Reserve Board (FRB) language–a  shift that could impact the yield curve and extend this bull market! Week’s News Last week Wednesday...

08|21|2018

Breaking Point | August 17, 2018

Last week, we got inflation and consumer sentiment data; they show conflicting views on the economy. Is there a breaking point coming? Core consumer prices (which strips out fuel...