08|08|2018
Running Out of Options? | August 3, 2018
The economic cycle has been running for 112 months, well beyond its 68-month average. Are central banks running out of options to sustain it going forward? For years, the...
08|01|2018
The Path Forward | July 27, 2018
It was a busy week–from corporate earnings to central bank meetings. What moved markets and what leads the path forward? Earnings The most dramatic shift as a result of...
07|24|2018
Happy Birthday, FFS! | July 20, 2018
Happy birthday, FFS! There is plenty going on this past week, with Tariffs, Fed Independence, and corporate earnings… We will get back to reviewing the week’s activity next week,...
07|17|2018
FRB Hangover | July 13, 2018
Man, can the Federal Reserve Board (FRB) throw a hell of a party! 9 years and we are still not feeling the hangover; when will it come? A decade...
07|10|2018
Trade Reality | July 6, 2018
After months of trade threats by both the US and China, the threats came to fruition last week. How will the markets respond? There is expected to be...
07|03|2018
Low For… Ever? | June 29, 2018
The mantra for the last decade has been ‘low for long’. Is it possible that we could be looking at ‘Low For… ever?’ Here is some background on ‘Low...
06|26|2018
Attack of the Tariff! | June 22, 2018
The week started as it ended the prior Friday. Attack of the tariff from every angle! What could tariffs mean for growth during the second half of the year?...
06|18|2018
Central Bank Week | June 15, 2018
While the Singapore Summit garnished headlines, central banks across the globes moved Markets! The Federal Reserve Bank (FRB) reported the results of their two-day meeting on Wednesday. They increased...
06|12|2018
Cutting Through the Noise | June 8, 2018
With several geo-political concerns of late, it is difficult for markets to cut through the noise. They found a way last week, hopefully that continues! Tensions mounted and not...
06|05|2018
Course Correction | June 1, 2018
The S&P 500 gained 13.29 points, or 0.5% last week. Was this a course correction, or a false positive? There were several points during the week where the expectation...