The Day Ahead, Tuesday July 17th
Netflix fallout from an EPS miss, Fed speak, and a couple important economic data points are likely to drive investor focus today.
Read MoreNetflix fallout from an EPS miss, Fed speak, and a couple important economic data points are likely to drive investor focus today.
Read MoreThe S&P Information Technology sector is up 15.2% year-to-date, outperforming every other sector.
Read MoreAll eyes are on the meeting between President Trump and Putin. Despite the focus of this event, we doubt it will be market moving as evidenced by the unchanged equity…
Read MoreWhile the S&P 500 Index (SPX) remains in the context of a long-term uptrend, there are four key tactical market gauges we focus on that typically identify the close proximity…
Read MoreThe University of Michigan Consumer Sentiment release is the key piece of economic data due out today as earnings season gets going in what we expect to be a very…
Read MoreThe economic data continues to show a solid fundamental backdrop, which coupled with the 2017 tax legislation should make for a very strong earnings cycle. That said, fear of a…
Read MoreInvestors are worried that a trade war with China may cause our largest foreign holder of U.S. Treasuries to start selling, which could drive interest rates significantly higher. We are…
Read MoreThe first of two inflation numbers is due out on Wednesday with the Producer Price Index set to be released in the morning. The impact of the number is likely…
Read MoreThe gains in the S&P 500 Index (SPX) over the last few trading sessions have focused a lot of attention on the 2800 level.
Read MoreI was again blown away this am by a reminder of the percentage of the NYSE that are “non-operating” companies, and what it is currently saying about the bull market.
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