Breaking Records – July 1, 2019
It’s summertime and we’re heading into the second half of the year. Time really does fly! But it’s a milestone for the economy. The economic…
G20 Meeting Looms – June 26, 2019
The G20 meeting includes 19 nations plus the European Union. In focus, a meeting between President Trump and China’s President Xi regarding trade. Investors aren’t…
Tee Time – the Federal Reserve is Gearing Up for a Cut in Interest Rates – June 24, 2019
The Federal Reserve kept the fed funds rate at 2.25-2.50% at its two-day meeting last week, but the Fed noticeably shifted its stance based on…
Ready, Set, Fed Time – June 19, 2019
Last week, we looked at how stocks respond to rate cuts. This week let’s look at how the Fed may frame its rate decision and…
Eyes on the Fed – June 17, 2019
The Federal Reserve’s two-day meeting concludes on Wednesday. A recent shift in the Fed’s stance, hinting it is open to rate cuts to support the…
Sniffing Out a Cut in Interest Rates – June 10, 2019
The broad-based S&P 500 Index posted its first weekly advance in five weeks. While some of the gain can be traced to short-term oversold conditions,…
Falling Treasury Bond Yields and Rate Cut Expectations – June 5, 2019
First China, now there is the threat of steep tariffs on Mexican imports. Impact: Stock market volatility and falling Treasury bond yields, as investors seek…
First China, Now Mexico – June 3, 2019
While investors try price in the impact of U.S.-China trade frictions, President Trump unexpectedly announced new tariffs on Mexico. Late Thursday, the president said he…
Housing Activity Grinds to a Halt – May 29, 2019
Housing is in a mild recession. The data— Existing home sales: down 14-straight months vs a year ago. New home sales: up over the last…
Another Earnings Win – May 28, 2019
Q1 earnings season is wrapping up, and most S&P 500 companies managed to top a very low hurdle. With all but 4% of S&P 500…