Patience

07|02|2019

Patience Is a Loss | June 28, 2019

Last week markets shed a bit of weight, but, a closer look is needed. Investor patience actually led to the loss experienced. The Good News With all three major...

Central Bank

06|25|2019

Central Bank Free for All | June 21, 2019

Last week, markets had a free for all after central banks around the world committed to preventing the slowing global economy, but what now? Federal Reserve Bank (FRB) The...

06|19|2019

Stable Volatility | June 14, 2019

Markets were up slightly last week, but you would not know that by looking at volatility. Why did volatility remain elevated while markets stayed stable? Mexico – US On...

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...

Trade

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...

trade war

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...

trade

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...

trade

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...

Unemployment

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...

Strong

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...