Early look and CNBC link
This video from CNBC’s “Fast Money” is a good discussion of the current environment. Clearly, there is a lot of fear in the air with the disappointing ISM Manufacturing readings…
Read MoreThis video from CNBC’s “Fast Money” is a good discussion of the current environment. Clearly, there is a lot of fear in the air with the disappointing ISM Manufacturing readings…
Read MoreThe ISM Manufacturing Index came in way below consensus expectations with the lowest reading of the current economic cycle. As we mentioned in our post yesterday, we are not making…
Read MoreThe upcoming week will feature a number of significant economic data releases. Due out this week are: Markit US PMI Data, ISM Manufacturing, Construction Spending, ADP Employment Change, Factory Orders,…
Read MoreFirst thing I did this morning was turn on the business news and all I heard was negative, negative, negative. Just remember when everything was great – tax cuts were…
Read MoreThere is no need to look for something that is hiding in plain sight. While the financial media and macro community try to figure out when the next major recession…
Read MoreAlthough the majority of the Sunday talk shows were drive by politics, we remain focused on the data:
Read MoreThe quarterly data from the Federal Reserve Board showed both household debt service and financial obligations ratios declined in the second quarter.
Read MorePersonal income and spending data were released this morning and it showed that despite an increase in incomes, consumers reined in spending in August.
Read MoreOn the last day of my trip though the UK and Channel Islands, something struck me as I was gearing up for the next talk – the folks printing…
Read MoreThe final print for second quarter Gross Domestic Product (GDP) was released and it showed the economy expanded at a 2.0% pace.
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