Tag: u.s. economic data

Key Takeaway: Data out of the manufacturing sector has been encouraging; looking more like the industrial recession may have run its course. The relative...

February was an eventful month, as the stock market selloff seemed to abate somewhat on continued economic stimulus from China and the hope for...

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...

Stocks added to their gains last week as investors watched an early March stock market rally unfold. The S&P 500 posted its third consecutive weekly gain...

Key Takeaway: Federal Reserve studies suggest expansions are lasting longer and do not die just from old age. No one knows what the future...

Key Takeaway: Inflation expectations have been muted, but core inflation measures have started to move higher. This could put some upward pressure on bond...

Negative Interest Rates, Central Banks and Recessions It seems that there is not a single day without some comments or jawboning from a central bank...

In this week's market commentary I'm sharing a video of the quarterly review slide deck that I go over with my clients. I think...

The U.S. stock market appears poised to move higher this week on the back of strong performances by Japan and Europe over the three-day weekend. Foreign...

January was an eventful month, as stocks around the world had one of their worst starts in history. Many market commentators believe that the...