The rally in the S&P 1500 has certainly broadened in recent weeks as the Fed started to cut the federal…
The week ahead will provide important updates of housing and manufacturing indicators. The latter should show that economic growth may be broadening…
Fed Chair Jerome Powell is an accomplished danseur. His pirouette's are masterful. He did another such pivot on Friday in…
Strategy I: Roaring Ahead In Sunday’s QuickTakes, Eric, Joe, and I raised our outlook for S&P 500 earnings as…
We've been bullish on the dollar for a while. Since, the Fed's September 18 meeting, the US Dollar…
Today's CPI report suggests that inflation may be getting stuck north of the Fed's 2.0% target. The…
Something’s amiss with Fed Chair Powell’s explanation for lowering the federal fund rate a second time in two months despite…
The NFIB survey of small business owners was released today showing a record high in their uncertainty index during October (chart). That&…
Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to 2.0%…
Just after Donald Trump won the presidential race on November 8, 2016, we observed that the economy and stock market were charged…
The week ahead will provide updates on inflation, consumer spending, and manufacturing. We expect inflation might have stalled in October, interrupting its…
The Federal Open Market Committee (FOMC) cut the federal funds rate (FFR) by 25bps today as widely expected. We expected it as…
