New low for Continuing Jobless Claims
The weekly read on employment from the Department of Labor came out better than expected.
Read MoreThe weekly read on employment from the Department of Labor came out better than expected.
Read MoreThe April ISM manufacturing reading again showed solid, albeit slower growth from March
Read More“Sell in May and go away” – Not this year. Something that has consistently taken place prior to negative S&P 500 (SPX) returns from May thru September in non-recession environment…
Read MoreThe monthly read on the Fed’s favorite data point on inflation, the Core PCE, ticked higher in March to 1.9% y/y, from 1.6% in February
Read MoreMost people don’t realize that Healthcare Services makes up 12% of the 69% of US Gross Domestic Product categorized as Personal Consumption.
Read MoreWe continue to believe the market has limited downside risk from current levels. S&P 500 (SPX) operating EPS are blowing away expectations, and the market is currently down roughly 10%…
Read MoreInitial Jobless Claims dropped to the lowest level in over 48 years last week.
Read MoreNew Home sales data came in better than expected, rising to 694k for the month of March, above consensus expectations of 530k.
Read MoreQ1/18 EPS estimates are off to a great start. With 10% of S&P 500 (SPX) companies having reported, we thought it would be good to highlight current EPS estimates for…
Read MoreIn shock drops, pops and flops, we highlighted the consistency of human nature following a “shock drop” in the S&P 500 (SPX). As a reminder, a shock drop is a…
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