Little change in AAII investor sentiment
Despite the rebound off of the September low over the last week, retail sentiment was little changed.
Read MoreMarkets all over the place – New Video!
I am staying focus on the proven drivers vs. any recent intraday moves based on Fiscal Package negotiations.
Read MoreNot all econ data created equal – New Video!
Today I speak to the recent economic data and how revisions can affect how we look at it.
Read MoreU.S. Manufacturing data a little weaker in September
The ISM report showed headline U.S. manufacturing cooled a little, but most components remain well within expansion territory.
Read MoreJobless claims below expectations
Fewer people filed for initial and continuing jobless claims, according to the latest figures.
Read MoreEarly Thursday look
The markets remain hyper-focused on the negotiations of the 5th stimulus bill and S&P futures are trading above Wednesday's close, amidst a higher session in Europe, a positive close in…
Read MoreSeptember Macro/Market recap
Our friends at Factset offered a market recap for September that I wanted to pass along to you:
Read MoreIndices bounce back from Tuesday’s decline but end the month in the red
Stronger economic data helped drive stocks higher out of the gate on the last day of the quarter.
Read MoreGDP contracts 31.4% in Q2
The final report for the second quarter Gross Domestic Product (GDP) showed the economy contracted at a record pace, but it was slightly less bad than the prior estimate.
Read MoreComment on Debate and hump day early look
The first presidential debate last night was unwatchable and reinforced our view the political landscape is not investable as very little new information was presented by either candidate.
Read More