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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

    Market rallies on Powell…again
    Feb 7, 2023 | 4:56 pm
    Replay Available for February Gold Conference Call
    Feb 7, 2023 | 4:25 pm
    Ho-hum early trading
    Feb 7, 2023 | 11:51 am
  • Macro Analysis

    February Macro Slide Deck
    Feb 6, 2023 | 2:22 pm
    Video – Our take on a wild week
    Feb 3, 2023 | 3:08 pm
    More color on jobs report
    Feb 3, 2023 | 10:06 am
  • Conference Call Information

    Replay Available for February Gold Conference Call
    Feb 7, 2023 | 4:25 pm
    Gold Level Conference Call TODAY February 7th 1:00 pm ET
    Feb 7, 2023 | 8:22 am
    Reminder: Gold Level Conference Call Tomorrow February 7th 1:00 pm ET
    Feb 6, 2023 | 11:20 am
  • Media Coverage

    CNBC Closing Bell 1/31/23
    Feb 1, 2023 | 10:36 am
    CNBC Closing Bell 1/9/23
    Jan 10, 2023 | 11:03 am
    CNBC Closing Bell 12/9/22
    Dec 14, 2022 | 11:31 am

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