Earnings are coming in hot and heavy. Some interesting surprises so far and markets are trying to push toward to all-time highs. Global growth continues to slow and Oil is ramping. How much is left in the consumer’s wallet to keep GDP growth moving higher? A new Closest to the Pin and much more – […]
Banks are out with earnings. Generally good numbers, but stocks mixed on the results. The Fed is under fire – President Trump is looking to disrupt the institution in order to goose the markets. Plus – IPOs, Boeing’s continuing saga and more…. Some interesting charts, a new Closest to the Pin and much more – […]
The yield curve, the yield curve!!!! April has some interesting characteristics related to market – will the trend play out? Looking at the LYFT IPO and other names of interest. Some interesting charts, a new Closest to the Pin and much more – PLUS we are now on Spotify ! Podcast: Play in new […]
Apple has some big announcements this week – though we question the innovation. SneakerGate – some wild news in the show world. A look into the potential for a recession – as the yield curve continues to invert. Some interesting charts, a new Closest to the Pin and much more – PLUS we are now […]
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 […]
