Tag: economic growth
Stock Market May Receive Boost From Economic Data
The major stock market indices fell for the third week in a row last week triggered by a host of issues stretching from concerns...
Citi Surprise Index Negative For 16 Months And Counting
An update on Eliminating Surprises with the Citi Surprise Index
In his 2016 State of the Union Address, President Barack Obama accused those claiming the...
GDP Trends And Omens: A Warning In Today’s Data
While there is no doubt that patience is a virtue for investors, exercising prudence is equally important. In our prior article “Limiting Losses”, we...
Macro Update: Why Bond Yields May See Upward Pressure
Key Takeaway: Bond yields are moving off of early year lows at a time when bond funds have seen a surge in inflows and...
Dovish Federal Reserve Lifts Stocks; But Can They Boost Economy?
The Federal Reserve’s failure to raise interest rates at its last meeting has resulted in the credit market projecting that the next interest rate...
Weak Q1 GDP Growth May Obscure Underlying Economic Strength
Key Takeaway: First quarter GDP growth could fail to meet forecasts, but Q1 weakness in GDP is becoming a recurring theme. Other measures of...
Stocks And Bonds Rising Together: Which Will Blink First?
Over the last several months I have said that I believe we have seen the market ‘highs’ (2133 on the S&P 500) and that...
U.S. Economy: Has The Industrial Recession Run Its Course?
Key Takeaway: Data out of the manufacturing sector has been encouraging; looking more like the industrial recession may have run its course. The relative...
Are Stocks Setting Up For Another Negative Market Event?
Recently, I opened up the research I normally provide my clients to a wider audience. (You can view it here). The response was amazing and...
The Current State Of The Labor Market: Holding Steady
Key Takeaway: Monthly changes in employment data are mostly noise and do not deserve the attention they get. Longer-term trends show continued (or even...
