The Economic Week Ahead, July 16th
The week ahead will focus on several key economic data releases as well as FOMC Chairman Jerome Powell’s testimony to the Senate Financial Services Committee Tuesday. There is clearly a…
Read MoreThe week ahead will focus on several key economic data releases as well as FOMC Chairman Jerome Powell’s testimony to the Senate Financial Services Committee Tuesday. There is clearly a…
Read MoreThe University of Michigan Consumer Sentiment Survey was released this morning and the preliminary read showed sentiment fell to a 6-month low in July to 97.1, from 98.2 in June.
Read MoreEPS and core thesis suggest adding exposure on volatility. Earlier in the year, we were much more nervous about a meaningful correction because sentiment was at an optimistic extreme, the…
Read MoreHighlights Trade worries continue to preoccupy equity investors However, pensions are continuing to allocate fresh new tax money to credit at a rate that is a multiple of nominal…
Read MoreThe Consumer Price Index (CPI) data released this morning from the Bureau of Labor Statistics was pretty much in line with estimates.
Read MoreThe Bureau of Labor Statistics (BLS) reported that the June Producer Price Index (PPI) rose 3.4% year-over-year, on the back of the 3.1% increase we saw in May and slightly…
Read MoreThe monthly JOLTS report (Job Openings and Labor Turnovers Survey) released by the Bureau of Labor Statistics (BLS) this morning shows there continues to be an abundance of jobs available…
Read MoreThe National Federation of Independent Businesses (NFIB) released their small business optimism index, which exceeded consensus expectations at 107.2, and sits just under the May 2018 cycle high of 107.8.
Read MoreIn mid-January, there was a historic level of euphoria in both global economic and market expectations, and that proved to be the time to fade both.
Read MoreHighlights Banks have been buying Treasuries since trade war worries flared up Banks’ response to the upcoming shift in government borrowing will likely be a major determinant of whether the…
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