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April 2018 Archive

Core PCE ticks higher

Posted on Apr 30, 2018 | 10:51 am in Macro Analysis & Slide Decks

The monthly read on the Fed’s favorite data point on inflation, the Core PCE, ticked higher in March to 1.9% y/y, from 1.6% in February

Macro Analysis & Slide Decks
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Surprising component of GDP

Posted on Apr 30, 2018 | 9:00 am in Macro Analysis & Slide Decks

Most people don’t realize that Healthcare Services makes up 12% of the 69% of US Gross Domestic Product categorized as Personal Consumption.

Macro Analysis & Slide Decks
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Maybe market is discounting caution instead of optimism

Posted on Apr 26, 2018 | 10:03 am in Macro Analysis & Slide Decks

We continue to believe the market has limited downside risk from current levels. S&P 500 (SPX) operating EPS are blowing away expectations, and the market is currently down roughly 10%…

Macro Analysis & Slide Decks
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New low for Initial Jobless Claims

Posted on Apr 26, 2018 | 9:40 am in Macro Analysis & Slide Decks

Initial Jobless Claims dropped to the lowest level in over 48 years last week.

Macro Analysis & Slide Decks
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Sentiment getting pretty nervous

Posted on Apr 25, 2018 | 10:52 am in Market Musings & Economic Commentary

The recent weakness in some key stocks and move in indices back down to the 200-day moving average is picking up fear the markets have seen their peak.

Market Musings & Economic Commentary
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% Bulls increase for the second week

Posted on Apr 25, 2018 | 9:51 am in Market Musings & Economic Commentary

The latest Investors Intelligence report shows newsletter writers were more bullish last week.

Market Musings & Economic Commentary
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Excuses, excuses, excuses

Posted on Apr 24, 2018 | 2:55 pm in Market Musings & Economic Commentary

The market slide today is being blamed on a rise in long-term interest rates, a weak treasury auction and a reversal in the industrial space.

Market Musings & Economic Commentary
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New Home Sales beat estimates

Posted on Apr 24, 2018 | 12:17 pm in Macro Analysis & Slide Decks

New Home sales data came in better than expected, rising to 694k for the month of March, above consensus expectations of 530k.

Macro Analysis & Slide Decks
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Early Q1 EPS & tactical outlook solid

Posted on Apr 19, 2018 | 11:23 am in Macro Analysis & Slide Decks

Q1/18 EPS estimates are off to a great start. With 10% of S&P 500 (SPX) companies having reported, we thought it would be good to highlight current EPS estimates for…

Macro Analysis & Slide Decks
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Newsletter writer “Bulls” and “Bears” increase last week

Posted on Apr 18, 2018 | 10:43 am in Market Musings & Economic Commentary

The latest Investors Intelligence report shows newsletter writers were a bit more bullish last week.

Market Musings & Economic Commentary
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