The Week Ahead, Week of March 11th
The markets will look to rebound from a week that saw all three major indicies fall by over 2.5% with a slew of economic data, including NFIB and University…
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.
Retail sales better than expected but the bad December data was revised even lower
The advanced retail sales data showed spending picked up in January.
Read MoreBig jump in Housing Starts
While all eyes were focused on the jobs report at 8:30am, the Commerce Department also released data on the housing market.
Read MoreYikes- only 20k jobs added in February
The Labor Department reported today that nonfarm payrolls (NFP) rose by only 20k in February, well below expectations of 180k, and way down from a revised 311k in…
Read MoreModest improvement in U.S. Productivity in 4Q
The fourth quarter of 2018 saw a slight increase in U.S. nonfarm productivity.
Read MoreADP reports companies added fewer jobs in February
ADP reported that private payrolls at U.S. companies increased by 183k in February, below estimates which were expecting an increase of 190k.
Read MoreU.S. Services sector picked up steam February
The ISM Non-Manufacturing Index had a nice rebound in February after pulling back in January. For February, non-manufacturing activity was 59.7, ahead of consensus expectations of 57.4 and…
Read MoreNew home sales beat estimates, but large revision to November data
The U.S. Census Bureau reported sales of new single-family homes rose 3.7% m/m, to a 621k annual rate in December.
Read MoreExpect market and economic fear to be worse than reality
Pullback fear likely overblown. The market continues to climb the “wall of worry” as the major equity indices march higher despite decelerating economic growth. A historic 18% rally from…
Read MoreThe Week Ahead, Week of March 4th
Following a week that saw the markets remain relatively flat, this week features a plethora of economic data releases, including the February Employment Report on Friday.
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