Our earnings season outlook
Highlights Our analysis of corporate tax payments indicates that companies are likely going to again beat lowered expectations this earnings season, as has been the case for most of…
Read MoreHighlights Our analysis of corporate tax payments indicates that companies are likely going to again beat lowered expectations this earnings season, as has been the case for most of…
Read MoreThe Institute for Supply Management (ISM) reported its monthly index on manufacturing this morning which showed the sector continued to expand.
Read MoreAlthough the “New Nafta” agreement is likely to create an early lift to the markets this week, we expect an important week for economic data to add a bit of…
Read MoreThe final reading from the University of Michigan on consumer sentiment was revised a bit lower for September, but still remained strong. The three components were all revised slightly lower…
Read MoreWe have spent the better part of the past month on the road meeting with professional and individual investors alike from Europe, Canada and the US. We found the sentiment…
Read MoreThe third and final report for second quarter 2018 Gross Domestic Product (GDP) was released by the Commerce Department this morning and showed the economy grew 4.2%. This was unchanged…
Read MoreThe housing market picked up in August as new home sales rebounded after declines in both June and July.
Read MoreTwo housing reports were out at 9am this morning that showed housing prices continued to gain ground, albeit at a slower pace.
Read MoreHighlights The financial crisis was triggered nearly 11 years ago by a run on the bank in staterun cash funds On the 10th anniversary of the Lehman default, few…
Read MoreFollowing a quiet week, all eyes will turn towards the FOMC meeting on Tuesday and Wednesday as other key economic data is due out scattered around that meeting. With current…
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