Consumers continued to spend in June
The U.S. Census Bureau reported that advance retail sales rose for the fifth consecutive month.
Read MoreThe U.S. Census Bureau reported that advance retail sales rose for the fifth consecutive month.
Read MoreThe week ahead will focus on several key economic data releases as well as FOMC Chairman Jerome Powell’s testimony to the Senate Financial Services Committee Tuesday. There is clearly a…
Read MoreAll eyes are on the meeting between President Trump and Putin. Despite the focus of this event, we doubt it will be market moving as evidenced by the unchanged equity…
Read MoreWhile the S&P 500 Index (SPX) remains in the context of a long-term uptrend, there are four key tactical market gauges we focus on that typically identify the close proximity…
Read MoreThe University of Michigan Consumer Sentiment Survey was released this morning and the preliminary read showed sentiment fell to a 6-month low in July to 97.1, from 98.2 in June.
Read MoreThe University of Michigan Consumer Sentiment release is the key piece of economic data due out today as earnings season gets going in what we expect to be a very…
Read MoreEPS and core thesis suggest adding exposure on volatility. Earlier in the year, we were much more nervous about a meaningful correction because sentiment was at an optimistic extreme, the…
Read MoreHighlights Trade worries continue to preoccupy equity investors However, pensions are continuing to allocate fresh new tax money to credit at a rate that is a multiple of nominal…
Read MoreThe Consumer Price Index (CPI) data released this morning from the Bureau of Labor Statistics was pretty much in line with estimates.
Read MoreThe economic data continues to show a solid fundamental backdrop, which coupled with the 2017 tax legislation should make for a very strong earnings cycle. That said, fear of a…
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