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January 2019 - Dwyer Strategy
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January 2019 Archive

Industrial sector on track to be the best performing sector in January

Posted on Jan 31, 2019 | 1:19 pm in Market Musings & Economic Commentary

The Industrial sector is currently up 11.31% in January, outperforming the ten other S&P sectors for the month. This is the best monthly performance of the sector since October 2011.…

Market Musings & Economic Commentary
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Looking forward to the dog days of August

Posted on Jan 31, 2019 | 12:00 pm in Macro Analysis & Slide Decks

Highlights The credit market is wide open again, and has been since the Fed reversed course at the start of January It is as if equity investors were not listening…

Macro Analysis & Slide Decks
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New home sales surged in November

Posted on Jan 31, 2019 | 10:55 am in Macro Analysis & Slide Decks

After being delayed for weeks, data on new home sales was finally released this morning.

Macro Analysis & Slide Decks
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A more measured approach

Posted on Jan 31, 2019 | 8:55 am in Macro Analysis & Slide Decks

Was the December FOMC press conference a rookie mistake, or did the economic backdrop change that much over the past six weeks? Probably a bit of both. The carefully worded…

Macro Analysis & Slide Decks
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Fed comment and day ahead, Thursday January 31st

Posted on Jan 31, 2019 | 7:03 am in Market Musings & Economic Commentary

In yesterday's Day Ahead we noted that we expected a more measured press conference from Fed Chair Powell and that is what we received Wednesday, which is good news for…

Market Musings & Economic Commentary
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The Day Ahead, Wednesday January 30th

Posted on Jan 30, 2019 | 7:25 am in Market Musings & Economic Commentary

There are a couple of key events we are looking at today. The ADP employment report at 8:15am could offer a guide to the all-important Payroll Employment report on…

Market Musings & Economic Commentary
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Fed Day and look at key tactical indicator

Posted on Jan 30, 2019 | 7:23 am in Macro Analysis & Slide Decks

Remember the last FOMC meeting and press conference?  Yes, it was just over a month ago that Fed Chair Powell had a disastrous press conference that caused the swoon…

Macro Analysis & Slide Decks
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The economic week ahead, January 28th

Posted on Jan 28, 2019 | 4:12 pm in Macro Analysis & Slide Decks

While Monday and Tuesday will not feature any major economic data releases, this week will close with a slew of significant data as well as many key earnings reports.…

Macro Analysis & Slide Decks
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Following the script of non-recession post-crash instances

Posted on Jan 28, 2019 | 10:04 am in Market Musings & Economic Commentary

As you all know, we have done detailed analysis around the non-recession post crash environments of 1987, 1998, and 2011.  The average S&P 500 (SPX) reflex rally off the low…

Market Musings & Economic Commentary
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The carry trade has intensified, changing the Fed’s plan and boosting the prospects for an LBO surge

Posted on Jan 28, 2019 | 8:37 am in Macro Analysis & Slide Decks

Highlights The already-record pace of bank buying of US government bonds has intensified even further This surge has likely been a major factor in the Fed’s reversal this month…

Macro Analysis & Slide Decks
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  • 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
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