A positive dose of housing data
After two housing reports of weaker existing home sales and building permits, today we got some positive data on new home sales.
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.
Stop looking for what is already in plain sight – the market is consolidating internally
The sentiment in Brazil is very similar to the sentiment in the US – “bullish but….” The current activity in the market is exactly what we were referring to…
Read MoreWeaker demand for existing homes
On top of the weaker Housing Starts and Building Permits data on Friday, today, Existing Home sales was weaker as well.
Read MoreAnother month of weaker Housing Starts
Even with the markets closed on Friday, the Commerce Department still released data on the housing market.
Read MoreStronger economic data supporting gains
Two economic reports out earlier this morning were better than expected. First, the components of the retail sales data all beat estimates. The headline retail sales report which covers…
Read MoreHomebuilder confidence matches estimate
The National Association of Homebuilders (NAHB) reported confidence among U.S. builders improved this month.
Read MoreTaking breather in adventure
Last spring, in an effort to get back into shape I began training for an “orienteering” race, where you go into the middle of a mountain range and…
Read MoreRebound in New York manufacturing
The Federal Reserve Bank of NY reported better than expected manufacturing data this month.
Read MoreConsumer sentiment declined in April
The University of Michigan Consumer Sentiment Survey was released at 10am and the preliminary read showed sentiment fell to 96.9 in April, from 98.4 in March.
Read MoreQ1 EPS outlook and tactical update
Q1/19 EPS estimates look to be down for the first time since Q3/16. Now that the unofficial start to Q1 earnings season is set to begin tomorrow with earnings…
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