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August 2018 Archive

Time to unplug

Posted on Aug 29, 2018 | 7:52 am in Macro Analysis & Slide Decks, Market Musings & Economic Commentary

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…

Macro Analysis & Slide Decks, Market Musings & Economic Commentary
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More evidence “It isn’t different this time”

Posted on Aug 28, 2018 | 8:26 am in Macro Analysis & Slide Decks

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…

Macro Analysis & Slide Decks
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New highs and the day ahead

Posted on Aug 28, 2018 | 7:01 am in Market Musings & Economic Commentary

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…

Market Musings & Economic Commentary
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The economic week ahead, August 27th

Posted on Aug 27, 2018 | 7:01 am in Macro Analysis & Slide Decks, Market Musings & Economic Commentary

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,…

Macro Analysis & Slide Decks, Market Musings & Economic Commentary
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Powell Speech reinforces thesis

Posted on Aug 24, 2018 | 10:18 am in Market Musings & Economic Commentary

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…

Market Musings & Economic Commentary
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The Day Ahead, Friday August 24th

Posted on Aug 24, 2018 | 7:10 am in Market Musings & Economic Commentary

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.…

Market Musings & Economic Commentary
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More signs the housing market is cooling

Posted on Aug 23, 2018 | 11:58 am in Macro Analysis & Slide Decks

Two more housing reports this morning show the summer has not been great for the U.S. housing market.

Macro Analysis & Slide Decks
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Buyback stocks have come full circle

Posted on Aug 23, 2018 | 11:57 am in Macro Analysis & Slide Decks

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…

Macro Analysis & Slide Decks
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Fed “Brain Cramp”

Posted on Aug 23, 2018 | 9:45 am in Market Musings & Economic Commentary

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…

Market Musings & Economic Commentary
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The Day Ahead, Thursday August 23rd

Posted on Aug 23, 2018 | 7:57 am in Market Musings & Economic Commentary

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…

Market Musings & Economic Commentary
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  • Market Musings

    A wild week
    Feb 3, 2023 | 5:46 pm
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    A shockingly strong January jobs report
    Feb 3, 2023 | 9:30 am
  • Macro Analysis

    Video – Our take on a wild week
    Feb 3, 2023 | 3:08 pm
    More color on jobs report
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    Using a slow cooker in a microwave market
    Feb 2, 2023 | 8:18 am
  • Conference Call Information

    Tuesday February 7th 1:00 pm ET Gold Level Conference Call
    Feb 2, 2023 | 9:37 am
    Replay Available for January Gold Conference Call
    Jan 10, 2023 | 3:03 pm
    Gold Level Conference Call TODAY 1:00 pm ET
    Jan 10, 2023 | 8:52 am
  • Media Coverage

    CNBC Closing Bell 1/31/23
    Feb 1, 2023 | 10:36 am
    CNBC Closing Bell 1/9/23
    Jan 10, 2023 | 11:03 am
    CNBC Closing Bell 12/9/22
    Dec 14, 2022 | 11:31 am

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