Tag: u.s. economic data

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%....

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...

Markets Clouded By US Presidential Race And China Economy

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

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...

Stock Market Rally Heads Into Overhead Price Resistance

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...

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