Tag: u.s. economic data
U.S. Economic Update: Higher Wages A Boon For Workers
Key Takeaway: Job openings are back to record levels and this is giving workers confidence to voluntarily leave their job to look for better...
Stock Market Hesitates But Path Of Least Resistance Higher
The equity markets declined for the second week in a row last week. The S&P 500 Index is now ahead by less than 1.0%...
U.S. Economy, Stocks Sputter: Is The Fed Pushing A String?
I haven't had much time to write lately so I wanted to share a quick market update, including a simple animation from Hedgeye Research...
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...
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...
Stock Market Update: Caution And Skepticism Linger
U.S. stock market indices gained nearly 2.0% last week supported by friendly comments from Fed Chief Janet Yellen and the release of better-than-expected economic...
U.S. Housing Market Enters Bizarro World
DC Comic’s fictional planet htraE (Earth spelled backwards) is the setting for the Bizarro World, a land most recently popularized by Seinfeld, where the Bizarro...
Market Update: Focus Shifting To Economic Fundamentals
Focus Shifts to Economic Fundamentals
The popular averages suffered the first downtick in six weeks last week with the damage limited to less than 1.00%....
