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1 min read
Global Economy Is In A Soft Landing
The flash S&P global PMIs for July suggest that the global economy continues to avoid a hard landing, while falling…
Archive
Consumer Confidence·
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1 min read
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July's Consumer Confidence Up As Jobs Remain Plentiful
Among the earliest monthly indicators of the US jobs market is the consumer confidence survey conducted by the Conference Board. July’s…
Banks·
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2 min read
·Members
Rolling Recession Rolling Over Commercial Real Estate (CRE)
The rolling recession is rolling over the commercial real estate market (CRE), especially the market for urban office buildings. In our opinion,…
Deep Dive·
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2 min read
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DEEP DIVE: Quantum Leaps
Artificial Intelligence is just one of several technological innovations that are likely to drive the economy during the Roaring 2020s. The promise…
S&P 500·
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2 min read
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Market Call: Hot But Sunny
The stock market may be too hot, but the outlook for the economy remains sunny. There are signs that the hottest sectors…
Week Ahead·
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2 min read
·Members
The Economic Week Ahead: July 24-28
The Fed is widely expected to hike the federal funds rate (FFR) on Wednesday by 25bps to a range of 5.25%…
S&P 500 Sectors·
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2 min read
·Members
Time To Rotate The Tires & The Portfolio?
The S&P 500 fell 0.68% and the Nasdaq 100 lost 2.28% today on disappointing earnings calls from Tesla…
Sentiment·
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2 min read
·Members
Up Or Down?
Young bull markets tend to be widely hated. That's because many investors who sold during the preceding bear market fail…
Video Webcasts·
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1 min read
·Members
Dr Ed's Video Webcast 7/19/23
Big banks’ top managements sounded relatively sanguine about the economy as they reported solid Q2 results, though JP Morgan CEO Jamie Dimon…
AI·
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2 min read
·Members
AI Driving Market Meltup
Today's economic indicators were weak, but the stock market rose to yet another new bull market high boosted by better-than-expected…
Banks·
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2 min read
Jamie Dimon Ambiguates About A Recession
Some of the largest banks in the country— JPMorgan Chase, Wells Fargo, and Citigroup—kicked off the official start to earnings season…
Technicals·
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2 min read
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Market Call: Getting Too Hot? Also: Our New S&P 500 Target.
The S&P 500 is hot. The Nasdaq is even hotter. The mounting concern is that both might be getting too…
