06|22|2022
Soft Landing?
Markets retreated further on aggressive Fed intervention. Can they avoid thwarting economic growth and manufacture a “soft landing”? Monday S&P 500 3.88% | NASDAQ 4.68% Monday began much as...
06|21|2022
Leading Indicator Watch | June 17, 2022
Highlights from the June 17th Leading Indicator Watch: Retail Sales (MoM)(May) fell -.3%, confirming inflation’s impact on discretionary spending (includes auto purchases). Core Retail rose .5% but was below expectations....
06|14|2022
Wrong Kind of Heat…| June 10, 2022
Markets kind of heated up last week but in the wrong way. Should more of the same be expected? Monday S&P 500 0.40% | NASDAQ 0.48% Manufacturing data...
05|09|2022
Leading Indicator Watch | May 6, 2022
Highlights from the May 6th Leading Indicator Watch: Continuing Jobless claims fell to 1,384k from 1,403k. Initial jobless claims rose to 200k from 181k. JOLTS Job Openings (Mar) rose...
05|03|2022
Sell in May & Go Away? | April 29, 2022
Markets retreated throughout April. Should we expect ‘Sell in May & Go Away’ or is there a reason for hope? Monday S&P 500 0.02% | NASDAQ 0.14% The...
05|02|2022
Leading Indicator Watch | April 29, 2022
Highlights from the April 29th Leading Indicator Watch: Michigan Consumer Sentiment (April) rose to 65.2 from 59.4 (Mar) following poor inflation figures. Personal Spending rose 1.1% during this time....
04|26|2022
Oil: The Inflation Maker | April 22, 2022
Oil fell and markets fell with them. Why did the inflation maker not have a positive impact on equities? Monday S&P 500 0.02% | NASDAQ 0.14% Market movement...
04|25|2022
Leading Indicator Watch | April 22, 2022
Highlights from the April 22nd Leading Indicator Watch: Housing starts rose .3% (Mar) compared to 6.5% (Feb). Building permits rose .4% from -1.6% (same period). 30 year mortgage rates...
04|19|2022
Near-Term High? | April 15, 2022
Market volatility remained high this last week. What asset classes can we look to for growth in the near-term? Monday S&P 500 1.69% | NASDAQ 2.18% Markets opened in...
04|12|2022
The Neutral Economy | April 8, 2022
The Federal Reserve is trying to put the economy into ‘neutral’. What does it all mean for growth? Monday S&P 500 0.81% | NASDAQ 1.90% Ukraine regained territory in...