Global growth may be turning
Historically, the time to be nervous about global growth is when the breadth of the global manufacturing Purchasing Manager’s Indices (PMI) and OECD Leading Indicators are at a peak…
Read MoreHistorically, the time to be nervous about global growth is when the breadth of the global manufacturing Purchasing Manager’s Indices (PMI) and OECD Leading Indicators are at a peak…
Read MoreThe monthly JOLTS report (Job Openings and Labor Turnovers Survey) released by the Bureau of Labor Statistics (BLS) saw a big decline in February.
Read MoreThe National Federation of Independent Businesses (NFIB) released their small business optimism index earlier this morning and it showed business confidence improved fractionally last month.
Read MoreHow do you tell when the bond market is “telling you something” about economic weakness?
Read MoreHistory shows initial inversion a better buy signal. Although the U.S. Treasury 2-10yr Yield Curve (YC) has yet to invert, over the past seven economic cycles, the median…
Read MoreThis week features several big economic releases, including CPI and PPI as well as University of Michigan Consumer Sentiment.
Read MoreToday’s US unemployment report reinforced a positive economic and market backdrop. One question we frequently get is: “Is the market up too far too fast?” For…
Read MoreThe number one question we are getting is: “Is everyone getting too bullish?” The simple answer is no. We have been on the road for the better part…
Read MoreADP reported that private payrolls at U.S. companies increased by 129k in March, below estimates which were expecting a much larger increase of 175k.
Read MoreBullish newsletter sentiment ticked higher in the latest poll.
Read More