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August 10, 2018 – Dwyer Strategy
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August 10, 2018 Archive

The Nasdaq is having the best start to August in 5 years

Posted on Aug 10, 2018 | 2:47 pm in Market Musings & Economic Commentary

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.

Market Musings & Economic Commentary
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Doesn’t yet look like 2015

Posted on Aug 10, 2018 | 11:51 am in Market Musings & Economic Commentary

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. …

Market Musings & Economic Commentary
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Consumer prices pretty much in line with estimates, again

Posted on Aug 10, 2018 | 9:51 am in Macro Analysis & Slide Decks

The month-over month data for the Consumer Price Index (CPI) released this morning from the Bureau of Labor Statistics matched estimates.

Macro Analysis & Slide Decks
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August Macro Slide Deck

Posted on Aug 10, 2018 | 9:03 am in Macro Analysis & Slide Decks

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…

Macro Analysis & Slide Decks
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Markets focused on Turkey with prior to inflation release

Posted on Aug 10, 2018 | 8:22 am in Market Musings & Economic Commentary

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…

Market Musings & Economic Commentary
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