Economic data is meeting our expectations
For months we have been calling for weak economic data and tariff-talk pressures to act as catalysts for a Fed rate cut by as early as June. As we…
Read MoreFor months we have been calling for weak economic data and tariff-talk pressures to act as catalysts for a Fed rate cut by as early as June. As we…
Read MoreEarlier today, the Bureau of Labor Statistics (BLS) reported the final revision to the first quarter productivity data.
Read MoreTwo reports out this week showed that investors are getting even more uneasy with the current market environment. Both Investors Intelligence and Association of Individual Investors (AAII) reported a…
Read MoreAfter a surge in payrolls in April, the May report was a stinker.
Read MoreThe Institute for Supply Management (ISM) reported manufacturing slowed again in May to the slowest pace in 31 months.
Read MoreWhen you have extreme overbought and high optimism where everyone is on the same side of the boat, it sets the stage for a market correction. The increased trade…
Read MoreThe final reading for the May University of Michigan Consumer Sentiment Survey was released at 10am and as we expected, sentiment wasn’t quite as rosy as the initially reported.…
Read MorePresident Trump has proposed placing scaling tariffs on Mexico to stem the flow of illegal immigration. The tariffs are to begin with 5% on June 10 and scale to…
Read MoreThe second revision to first quarter Gross Domestic Product (GDP) was released by the Commerce Department this morning and showed the economy expanded at a 3.1% pace.
Read MoreWhen you are on a flight and there is a bit of turbulence, do you; (1) believe it is only minor and will be very brief, or (2) expect…
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