Economic week ahead – 02/25
Following a week that saw the three major indices rise between 0.75% and 2.25%, this week features a significant amount of economic data releases, beginning with a busy Tuesday…
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.
All is not well in Philly
The manufacturing outlook survey turned negative for the first time since May 2016. The Philadelphia Federal Reserve reported the Philly Fed Index fell to -4.1 in February, a large…
Read MoreA slow economy should not be more than a speed bump to the credit boom
Highlights Money and financing investors have intensified their calls for rate cutsPensions are allocating more money to credit, regardless of the pace of economic growthThe recovery in…
Read MoreHomebuilder sentiment improved for the second month
The National Association of Homebuilders (NAHB) reported confidence among U.S. builders improved for the second month in February. The NAHB Index rose to 62 from 58 in January. This…
Read MoreUpside extreme points to new highs
We found another breadth thrust extreme that suggests the market should see new highs in 2019, and any pause in the upside should be temporary. On…
Read MoreEconomic week ahead – 02/19
Following a week that saw the three major indices rise between 1.5% and 2.5%, this week will feature several economic data releases, although none considered major. The most important…
Read MoreRetail sales data plunges
The advance retail sales data showed a big drop in spending in December.
Read MoreWhat if the government banned stock buybacks?
Highlights A measure to limit stock buybacks was unveiled by several senators last week Such a measure has little chance of being enacted for at…
Read MoreTame inflation data for January
The Consumer Price Index data (CPI) released this morning from the Bureau of Labor Statistics showed inflation remained tame in January
Read MoreStill no recession in sight
If anyone ever wondered what the drives the market, the last few months has proven it is the perception of Fed policy. The Fed made policy and communication…
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