Consumer prices in line with estimates
The Consumer Price Index data (CPI) released this morning from the Bureau of Labor Statistics was in line across the board
Read MoreThe battle between companies and investors continues
Highlights • The Fed’s flow of funds data confirms that this equity bull market remains a battle between companies and investors. • The data also supports the view that the…
Read MoreThe Economic Week Ahead, June 11th
Following an extremely quiet start to June, the week ahead features plenty of key economic data being released as well as an FOMC meeting.
Read MoreJune Macro Slide Deck
Raising our 2018 SPX estimates and target and initiating our 2019 outlook. We are raising our 2018 estimated S&P 500 Index (SPX) operating earnings per share (EPS) from $155/sh to $160/sh.…
Read MoreU.S. job openings made another new record in April
The 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 economic week ahead
Find out what key economic data and macroeconomic events will move the markets this week.
Read MoreStrong jobs report boosts S&P futures
The Labor Department reported that nonfarm payrolls rose by 223k in May, well ahead of consensus expectations of 190k.
Read MoreSlight miss on Q1 GDP
The second revision to first quarter Gross Domestic Product (GDP) was released by the Commerce Department this morning and showed the economy expanded 2.2%.
Read MoreConsumer confidence rises in May
Our second survey for consumer confidence for the month of May was released this morning. This time it was from the Conference Board and their survey showed the Consumer Confidence…
Read MoreEuropean CDS Index indicator extreme
There is a definite risk-off feel to the markets on the back of political turmoil in Italy. The recent election and Finance Minister appointment are renewing fear that the Eurozone’s…
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