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January 31, 2019 - Dwyer Strategy
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January 31, 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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  • Market Musings

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  • Macro Analysis

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    Rotation Sensation Video
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  • Conference Call Information

    REPLAY of todays gold level call
    Feb 10, 2021 | 1:53 pm
    TODAY: 1pm Gold Level Conference Call
    Feb 9, 2021 | 11:54 am
    REMINDER: Monthly Gold Level Conference Call This Wednesday
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  • Media Coverage

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    Jan 5, 2021 | 11:05 am
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