The ADP jobs report knocked the cover off the ball
The ADP employment report ended 2019 on a high note as companies add the largest number of workers in eight months in December.
Read MoreMacro & Economic
Tony is best known for the practical application of macro data. He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.
U.S. Services sector improved in December
The ISM Non-Manufacturing Index was reported at 10am and it showed improvement in December.
Read MoreFlying smart
When you are flying a plane, the entire experience is weather-risk assessment that takes two forms. When it is perfectly clear out, you look for pilot reports for areas of…
Read MoreDecember ISM disappoints
ISM data showed manufacturing closed out 2019 in contraction territory for the fifth straight month.
Read MoreEPS revision mythbuster
A frequent push-back to our positive fundamental core thesis highlighted in our Macro Slide Deck is that our 2020 S&P 500 (SPX) operating EPS are below the current consensus estimate. …
Read MoreI am a Millennial
As you know from our conference calls and the macro slide deck, what makes our economy so resilient is consumption. The millennial demographic is just coming into the key consumption…
Read MoreNew home rise in November
New home sales rose in November, but the number was below estimates and there was a downward revision to the October data.
Read MoreTactical indicators update
The S&P 500 Index (SPX) had another positive week and gained +1.65%, to close at a new all-time high on Friday.
Read More2.1% GDP growth in the third quarter
The third and final print for third quarter Gross Domestic Product (GDP) showed the economy expanded at a moderate pace.
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