Fed comment and day ahead, Thursday January 31st
In yesterday's Day Ahead we noted that we expected a more measured press conference from Fed Chair Powell and that is what we received Wednesday, which is good news for…
Read MoreIn yesterday's Day Ahead we noted that we expected a more measured press conference from Fed Chair Powell and that is what we received Wednesday, which is good news for…
Read MoreThere are a couple of key events we are looking at today. The ADP employment report at 8:15am could offer a guide to the all-important Payroll Employment report on…
Read MoreRemember the last FOMC meeting and press conference? Yes, it was just over a month ago that Fed Chair Powell had a disastrous press conference that caused the swoon…
Read MoreWhile Monday and Tuesday will not feature any major economic data releases, this week will close with a slew of significant data as well as many key earnings reports.…
Read MoreAs you all know, we have done detailed analysis around the non-recession post crash environments of 1987, 1998, and 2011. The average S&P 500 (SPX) reflex rally off the low…
Read MoreHighlights The already-record pace of bank buying of US government bonds has intensified even further This surge has likely been a major factor in the Fed’s reversal this month…
Read MoreAs we head into the top couple weeks of S&P 500 (SPX) EPS reporting season, we wanted to update you through today’s reports:
Read MoreI have been on the road this week visiting institutional and individual investors. There is clearly a sense of frustration with the political shenanigans in D.C., but relief the Fed…
Read MoreThe Philadelphia Semiconductor Index (SOX) is up over 5.5% today and is having the best one-day performance since the group rebounded from a 52-week low on December 26th.
Read MoreThe U.S. Leading Economic Index (LEI) from the Conference Board turned negative for the second month in 2018.
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