June Macro Slide Deck – Sticking with the plan
There is no question the economy is slowing dramatically, but contrary to popular market opinion, that has always been the bull case for equities in 2019.
Read MoreThere is no question the economy is slowing dramatically, but contrary to popular market opinion, that has always been the bull case for equities in 2019.
Read MoreToday marked the fifth straight day of S&P 500 (SPX) gains on the same story: the Fed will cut interest rates soon to combat slowing economic data and in…
Read MoreFollowing a week where the S&P 500 (SPX) was up over 4.0% on hopes that weak economic data would push the Fed to cut rates sooner rather than later,…
Read MoreFollowing a week that saw all three major indices rise over 4%, ending a lengthy market decline, the upcoming week features a slew of significant economic data releases. Due…
Read MoreFor months we have been calling for weak economic data and tariff-talk pressures to act as catalysts for a Fed rate cut by as early as June. As we…
Read MoreReports for Nonfarm Payrolls, Unemployment Rates, Average Hourly Earnings, Wholesale Inventories, and Consumer Credit will all be coming out today. However, it’s the Nonfarm Payrolls, or “May Jobs Report”,…
Read MoreToday saw a mildly positive start turn into an even stronger close on news that Mexico may be willing to do what it takes to avoid tariffs.
Read MoreEarlier today, the Bureau of Labor Statistics (BLS) reported the final revision to the first quarter productivity data.
Read MoreTwo reports out this week showed that investors are getting even more uneasy with the current market environment. Both Investors Intelligence and Association of Individual Investors (AAII) reported a…
Read More“Mexico”, “Interest Rates”, “China”, “Tariffs”. These are the topics most are fearful of, and while they all are potentially significant events, today is just one of those days we…
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