The Nasdaq is having the best start to August in 5 years
Despite today’s sell off in the equity indices, the dog days of summer hasn’t been bad for the Nasdaq Composite Index (CCMP), so far.
Read MoreDoesn’t yet look like 2015
Lot of talk in the market about the decline in the Turkish Lire and how that could be similar to the middle of 2015, when emerging currencies were under pressure. …
Read MoreConsumer prices pretty much in line with estimates, again
The month-over month data for the Consumer Price Index (CPI) released this morning from the Bureau of Labor Statistics matched estimates.
Read MoreAugust Macro Slide Deck
Focus remains on year-end ramp driven by EPS. With volatility back to the low, the S&P 500 (SPX) in close proximity to record highs, and choppy grind higher, there is…
Read MoreMarkets focused on Turkey with prior to inflation release
Although it has been a quiet week, sharp weakness in the Turkish Lire has increasesed fear of a potential correction. While a small correction is possible at any time, it…
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