Housing starts declined for the second month
Data out this morning from the Commerce Department signaled strength in the housing market is cooling.
Read MoreData out this morning from the Commerce Department signaled strength in the housing market is cooling.
Read MoreThe S&P 500 (SPX) is up 20% for the year and 6% for the current quarter, which we believe discounts the likely July Fed rate cut and a less-negative…
Read MoreRetail sales data beat estimates across the board and showed spending remained healthy in June.
Read MoreFollowing a week of record highs on the major equity indices, the headline focus has now shifted from Powell to Q2 earnings. As always, we must continue to keep…
Read MoreAfter a dismal report in June, the Federal Reserve Bank of NY reported the Empire State Manufacturing Index rebounded this month.
Read MoreA replay of yesterday’s conference call is now available for Gold level subscribers.
Read MoreThe Bureau of Labor Statistics (BLS) reported that the producer prices remained tame in June.
Read MoreMyth: The market multiple cannot expand as outyear estimates move down.
Read MoreOur core fundamental thesis driven by credit remains constructive, the Fed is likely to cut rates at the end of the month and again toward year end, the various…
Read MoreThe National Federation of Independent Businesses (NFIB) released their small business optimism index this morning and it showed businesses were a little less optimistic last month.
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