Monday morning view – sticking with the plan
Didn’t it feel like the market was up big last week? It did to me, but there was just a gain of under 1% on uncertainty over what the Trade…
Read MoreS&P 500 gains for the third week
An FOMC announcement, China trade headlines and a U.K. election had investors on their toes this week.
Read MoreFriday pet peeve
I keep hearing people on financial TV saying the market is at an extreme valuation at 19x trailing 12-month EPS. As you know from our December Macro Slide Deck, the…
Read MoreAs good as it gets? If so, only temporarily
Good morning everyone, and today is sure to be an important day. Early this week we highlighted some issues that were sure to bring increased volatility to the market, but…
Read MoreStocks gain bigly on trade hopes
What started as a quiet open for equities didn’t last long.
Read MoreQuick market thought
Please take a look at our Slide Deck Chart Update today. This environment heading into 2020 is so interesting and reinforces our S&P 500 (SPX) target hike Monday.
Read MoreBullish sentiment rises for the first time in 3 weeks
After three weeks of declines, bullish sentiment increased among retail investors.
Read MoreFed remains on hold
As expected, the Fed left the Federal Funds Target unchanged at 1.5%- 1.75%, after cutting rates by 25 bps at the prior three meetings. The decision to keep rates unchanged…
Read MoreHeadline CPI data higher than expected but still tame
Ahead of the FOMC announcement at 2:00pm ET, this morning the Bureau of Labor Statistics reported data on inflation.
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