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August 5, 2019 - Dwyer Strategy
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August 5, 2019 Archive

Close to a washout but not quite there

Posted on Aug 5, 2019 | 5:47 pm in Market Musings & Economic Commentary

Not much to smile about today for equity investors.

Market Musings & Economic Commentary
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08/05/19 Economic Week Ahead

Posted on Aug 5, 2019 | 4:21 pm in Macro Analysis & Slide Decks

Following a rate cut last week which acted as an insurance for a potential further decline in economic activity as well as an effort to bring inflation up to…

Macro Analysis & Slide Decks
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Comment from the road

Posted on Aug 5, 2019 | 2:13 pm in Market Musings & Economic Commentary

I am in Boston visiting clients to talk about where we are in the correction process and our thesis of a generational change in how the Fed views inflation. …

Market Musings & Economic Commentary
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August Macro Slide Deck

Posted on Aug 5, 2019 | 11:24 am in Macro Analysis & Slide Decks

A generational change in the way Fed views inflation suggests a more aggressive Fed. For the better part of the last 40 years, the Fed has been worried about…

Macro Analysis & Slide Decks
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Chinese response to tariffs pushing stocks lower

Posted on Aug 5, 2019 | 8:34 am in Market Musings & Economic Commentary

S&P 500 futures are falling over 1% this morning after the Chinese government let their currency weaken to the lowest level vs. the U.S. Dollar in over ten years.…

Market Musings & Economic Commentary
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  • Market Musings

    Rising inflation spooks investors
    May 12, 2021 | 5:35 pm
    Power-on stall update
    May 12, 2021 | 1:42 pm
    Consumer prices up more than expected
    May 12, 2021 | 9:38 am

  • Macro Analysis

    Power-on stall update
    May 12, 2021 | 1:42 pm
    May Macro Slide Deck
    May 10, 2021 | 8:11 am
    Not so unique – New Video
    May 4, 2021 | 1:17 pm

  • Conference Call Information

    REPLAY of todays gold level conference call
    May 11, 2021 | 2:49 pm
    Reminder: Gold Level Conference Call TODAY 1pm EST
    May 11, 2021 | 9:16 am
    Gold Level Monthly Conference Call tomorrow 1pm EST
    May 10, 2021 | 1:09 pm

  • Media Coverage

    CNBC Halftime Report 4/20/21
    Apr 20, 2021 | 5:29 pm
    CNBC Fast Money 4/13/21: Time to Take Profits
    Apr 14, 2021 | 11:09 am
    CNBC Closing Bell 3/29/21
    Mar 30, 2021 | 10:22 am
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