Texas heat, with a twist
Highlights Even more money is slated to flow into the credit market from taxpayers Two-year Freddie Mac bonds now yield less than two-year Treasuries by the largest margin ever…
Read MoreHighlights Even more money is slated to flow into the credit market from taxpayers Two-year Freddie Mac bonds now yield less than two-year Treasuries by the largest margin ever…
Read MoreThe tactical backdrop suggests continued near-term consolidation period, while our positive fundamental core thesis of (1) historically high business and consumer confidence, (2) strong economic growth, and (3) better-than-expected earnings…
Read MoreThe ADP employment report for the month of July came out ahead of estimates.
Read MoreWednesday is another big day in terms of both economic news and earnings releases, with the FOMC Meeting concluding and two key manufacturing numbers due out. On the earnings front,…
Read MoreDespite the shellacking of the Info Tech Sector and the Russell 2000 Index (RTY) over the last week, July turned out to be a very good month for the broader…
Read MoreHighlights Credit-led equity bull markets typically experience a two-year LBO and merger boom once the yield curve inverts We continue to think a meaningful inversion is still 1-3 years…
Read MoreIn a market filled with news feeds and political biases, during corrective periods we urge investors to focus on what is proven to drive the market vs. what many fear…
Read MoreThe Conference Board reported the Consumer Confidence Index ticked up in July to 127.4, from an upwardly revised 127.1 in June.
Read MoreTuesday features four key economic data releases, and some major earnings announcements, including Apple. Given the drubbing in the social media stocks over the past week, many will look to…
Read MoreTuesday features four key economic data releases, and some major earnings announcements, including Apple. Given the drubbing in the social media stocks over the past week, many will look to…
Read More