08/26/19 Economic Week Ahead
After the fourth consecutive weekly drop on the S&P 500 (SPX) the upcoming week will feature a number of significant economic data releases. Due out this week are: Chicago…
Read MoreMacro Analysis & Slide Decks
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.
Time to react
Sometimes it is better to react to market conditions rather than try to anticipate the next move. We believe the market has been in tactical no-man’s land following the…
Read MoreNew home sales fall but revised data shows a surge in June
New home sales came in below estimates but there was a huge revision to the June data.
Read MoreOne month does not make a trend, but…
U.S. Manufacturing activity contracted in August, dropping below 50 for the first time since September 2009.
Read MoreExisting-home sales rise to highest level since February
Lower mortgage rates helped to provide a boost to home sales in July.
Read MoreTactical no-man’s land ahead of Fed speak
The market rally over the past two days has been almost as dramatic as the 3% drop that preceded it, and neither may be “signaling” anything regarding direction. We…
Read More08/19/19 Economic Week Ahead
After the third straight negative week, the S&P 500 (SPX) has started Monday looking for a rebound, up over 1% on the open. Keep an eye out Friday as…
Read MoreFears of recession hurt Michigan Sentiment
The University of Michigan Consumer Sentiment Survey was released at 10am and it showed the three components of sentiment all moved lower.
Read MoreKey indicators almost there
The equity market is getting closer to where we would like to get more offensive following the expected correction. We believe one more push lower would likely cause all…
Read MoreNearing point to get more offensive
In our view, the market is still in the corrective process that should set the stage for the next intermediate-term leg higher as the Fed gets more aggressive in…
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