Some birthday cheer as Andrew is about to turn 54! Digging into some the crazy Facebook news and looking at what is in store for the FOMC rate decision Some interesting charts, a new Closest to the Pin and much more – PLUS we are now on Spotify ! Podcast: Play in new window […]
Boeing planes grounded as the investigation of the recent failures continue. Brexit – no idea what to expect at this point. Markets back to rally mode – even in the face of some tough news. Economics, markets and more…. Some interesting charts, a new Closest to the Pin and much more – PLUS we are […]
A trade deal with China is imminent – or not. With the market rally coming under scrutiny – how much more upside is there to go? GDP still in the mid- 2’s for the 4th quarter – expectations and views are starting to come in moving forward. Some interesting charts, a new Closest to the […]
The Fed continues their quest to calm markets. China and the U.S. are said to be closer to some sort of deal. The rally is 9 weeks deep – is it sustainable? We cover these and other important news of the week. Some interesting charts, a new Closest to the Pin and much more – […]
Rally Rally – are we getting closer to a deal with China? If so, what will it look like and who will declare victory? Risk assets are moving higher on the heels of bad news – are we back to this mode again? Plus -we take a look at the social media environment along with […]
Pricing in every headwind to be resolved favorably, markets continue to be in rally mode. Word that there may be a deal at hand for a government spending bill helped to propel market higher – just a few days after markets were spooked by comments that a China deal is no way near done. Some […]
No major tweets to sidetrack investors. The Fed is more accommodating and investors like what they see through this earnings season. Of course buybacks are starting up again after black-out periods as well – helping to push up markets. There may be some movement after the State of the Union address with a few specific […]
The government is open again – at least for the next three weeks. It is going to be a very long week as earnings and economic data are flowing. A few cuts to guidance and poor earnings reports may derail the January rally. Volatility is not letting up either…. Podcast: Play in new window | […]
IMF lowers their outlook for global growth. At the same time, conflicting headlines about trade talks punish markets. After a few weeks of a reflexive rally, is it time for consolidation? There are plenty of stocks that are now “overbought” and could see some selling pressure. The question is whether it will result in a […]
Here we go…. Earnings are starting to roll in and already we are seeing a plenty of disappointments. The good news is that investors may have priced in the worst case. The government shutdown may cost the economy much more that originally anticipated. GDP may take a hit. Plus – an update on Jae’s fancy […]
