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...
08|14|2018
European Hot Bed | August 10, 2018
The European Union was a hot bed of risk last week. Are those risks poised to present a problem or opportunity? Turkey has come into focus in the last...