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August 3, 2018 - Dwyer Strategy
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August 3, 2018 Archive

ISM Non-Manufacturing drop no big deal

Posted on Aug 3, 2018 | 3:49 pm in Macro Analysis & Slide Decks, Market Musings & Economic Commentary

Lot of comments among economists about the drop in the ISM Non-Manufacturing Index.  There are only two cycles worth of data, but so far, 01/18 was peak for this cycle…

Macro Analysis & Slide Decks, Market Musings & Economic Commentary
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So far today highlights “no-man’s” land

Posted on Aug 3, 2018 | 10:58 am in Market Musings & Economic Commentary

Today’s action clearly highlights the no-man’s land environment.  The news was terrific with a solid employment report and Chinese currency bounce, yet the market is just kinda stuck.  Eventually, we…

Market Musings & Economic Commentary
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157k Jobs added in July

Posted on Aug 3, 2018 | 9:43 am in Macro Analysis & Slide Decks

The Labor Department reported that nonfarm payrolls rose by 157k in July, below the consensus expectations of 193k.

Macro Analysis & Slide Decks
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Payrolls headline a summertime Friday

Posted on Aug 3, 2018 | 6:51 am in Market Musings & Economic Commentary

The Employment Situation Report for the month of July is the only key piece of data due out on Friday and current expectations are for another strong release to wrap…

Market Musings & Economic Commentary
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  • Market Musings

    REPLAY of todays gold level conference call
    May 11, 2021 | 2:49 pm
    Mid-morning musing
    May 11, 2021 | 11:32 am
    Reminder: Gold Level Conference Call TODAY 1pm EST
    May 11, 2021 | 9:16 am

  • Macro Analysis

    May Macro Slide Deck
    May 10, 2021 | 8:11 am
    Not so unique – New Video
    May 4, 2021 | 1:17 pm
    A power-on stall in real time
    May 4, 2021 | 7:42 am

  • Conference Call Information

    REPLAY of todays gold level conference call
    May 11, 2021 | 2:49 pm
    Reminder: Gold Level Conference Call TODAY 1pm EST
    May 11, 2021 | 9:16 am
    Gold Level Monthly Conference Call tomorrow 1pm EST
    May 10, 2021 | 1:09 pm

  • Media Coverage

    CNBC Halftime Report 4/20/21
    Apr 20, 2021 | 5:29 pm
    CNBC Fast Money 4/13/21: Time to Take Profits
    Apr 14, 2021 | 11:09 am
    CNBC Closing Bell 3/29/21
    Mar 30, 2021 | 10:22 am
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