The 2nd derivative economic slowdown
It is showing up now in Europe for sure. The Markit PMIs in Europe and Germany are still positive, but still coming in below expectations. It seems nuts that the…
Read MoreTony Dwyer says the markets fundamentals are still in tact
Tony Dwyer, Canaccord Genuity, discusses his market outlook during a volatile market environment. The “Fast Money Halftime Report” traders weigh in.
Read MoreNew low in Continuing Jobless Claims
Initial jobless claims came out a bit higher than expected in the latest report.
Read MoreADP report beats estimates again
The ADP employment report for the month of March came out ahead of estimates.
Read MoreNerves are on edge…
The "it is different this time" calls are coming in. Remember our line..."corrections only feel natural, normal and healthy - until they actually happen. Down over 10%, it always feels…
Read MoreBullish newsletter writers drop to 7-month low
The latest Investors Intelligence report shows newsletter writers became less bullish last week.
Read MoreCareful to not overthink “possible” policies
It is my experience that making a fundamental shift based on "possible" policy carries a lot of risk. Remember how many folks fretted about a "border adjustment tax?" This retest/break…
Read MoreGlobal synchronized recovery in rear view mirror
Recent OECD releases show one of most synchronized global recovery in history. No kidding, it was the most synchronized global money printing in history. That hasn't been the case since…
Read MorePresidential news conference should be interesting
Sure to get some volatility with the upcoming Q&A at the Presidential press conference. The way stocks act, the bottoming process is underway following the recent sell-off. Our market analyst…
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