Time to unplug
Good morning folks. First, thank you all for your interest in Dwyer Strategy, and I hope you like it thus far. We will continue to work very hard at improving…
Read MoreMore evidence “It isn’t different this time”
The Federal Reserve Bank of San Francisco just published an economic letter (link below) that tackled two big pushbacks on our view the flattening and inversion of the U.S. Treasury…
Read MoreNew highs and the day ahead
Nearly all the major equity market indices made a new high yesterday on the back of a bi-lateral trade announcement with Mexico. It is too early to say if Canada…
Read MoreThe economic week ahead, August 27th
The focus of the economic data this week is on the U.S. consumer, with three major consumer-based releases due out. Starting on Tuesday with the Conference Board Consumer Confidence Index,…
Read MorePowell Speech reinforces thesis
This Jackson Hole speech by Fed Chair Powell should be good for risk assets. He went out of his way to highlight that inflation doesn’t appear to be accelerating. This…
Read MoreThe Day Ahead, Friday August 24th
The week wraps up with a big economic data release as well as a speech from FOMC Chairman Jerome Powell, which will likely be the focus of investors on Friday.…
Read MoreMore signs the housing market is cooling
Two more housing reports this morning show the summer has not been great for the U.S. housing market.
Read MoreBuyback stocks have come full circle
Highlights The S&P 500 closed at its 9 ½-year trend yesterday Within that universe, buyback stocks have undergone a full rotation in the last year Those buyback companies may…
Read MoreFed “Brain Cramp”
There wasn’t anything dramatic that came from the Fed minutes from their last meeting released yesterday afternoon. That said, I am getting a lot of questions about what Fed policy…
Read MoreThe Day Ahead, Thursday August 23rd
Following the FOMC Minutes release on Wednesday, four economic data points are due out on Thursday, two of which are housing related. As we have discussed recently, housing data has…
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