06|11|2019
Driving Markets Up | June 7, 2019
Markets grinded up last week even as tensions rose and economic data continued to show weakness. So, what is driving markets up? Trade Tensions Tensions escalated on two...
06|04|2019
All-In on Trade | May 31, 2019
Trade disputes escalated last week advancing the battle with China and opening a new front against Mexico. The world seems to be all-in on trade. China- US China was...
05|29|2019
Mounting Clouds | May 24, 2019
Clouds are mounting around the global economy and it appears no one is safe. What happened? When or will the storm arrive? Trade War The trade war heated up...
05|22|2019
Trade, Trade, Trade | May 17, 2019
Trade, trade, trade… Last week was all about trade… How should we expect a prolonged trade battle to impact the economy and markets? GDP Impact Thus far, tariffs have...
05|14|2019
Trade Implications | May 10, 2019
Trade concerns marred markets last week. A 15% tariff increase, potential tariffs on additional goods, and the threat of retaliation all carried implications for markets. The Rise Last summer...
05|07|2019
Unemployment’s Deception | May 3, 2019
Unemployment fell to an amazing 3.6%, a level last seen in 1970! The markets lauded the achievement with a strong advance on Friday. So, what is the deception? Wage...
04|30|2019
Strong GDP??? | April 26, 2019
Markets were supported by better than expected earnings, a dovish Bank of Japan (BOJ), and Stronger GDP out of the US… or was it?!?! Corporate Earnings US corporate earnings...
04|23|2019
Growth Concerns | April 19, 2019
The week started optimistically as growth appeared to re-emerge in China. This also raised concerns domestically, why? China GDP data released last week for China showed improvement over the...
04|17|2019
The Goldilocks Nightmare | April 12, 2019
Last week was a good week for markets. Fed minutes, Inflation data, and potential trade deals all gave reason for optimism. So, what is the Goldilocks Nightmare? Goldilocks A...
04|10|2019
The Relentless Bull | April 5, 2019
Fear of a recession led headlines two weeks ago and suddenly markets surge for the last week. Why? Concerns of a recession may have been overblown… The 3-month treasury...