Recent Posts

  1. June 24, 2019

      Last week, our post analyzed the possibility that the Federal Reserve would make adjustments to its language suggesting that patience is still required when discussing cutting interest rates, due to weakening economic data.  [i] As predicted, the Fed did exactly… More >>

  2. June 17, 2019

      As the year progresses, the economic forecasts of Federal Reserve Banks and economists suggest the U.S. economy is experiencing a significant downshift in growth.    In an example of a more enlightening forecast, the Federal Reserve Bank of Atlanta’s GDPNow forecast… More >>

  3. June 10, 2019

      In the midst of this historically prolonged period of economic growth, there is little question the U.S economy has hit a few speed bumps on its road to expansion. For investors, Friday’s jobs report demonstrated a significant indication of an economic slowdown.  The… More >>

  4. June 3, 2019

      Last week’s commentary, which focused on regular recession cycles and the role credit plays in consumption/economic stimulation, can be viewed here. Over the past few weeks, the United States has witnessed a sharp deterioration in trade negotiations, adding further… More >>

  5. May 28, 2019

      Last week’s commentary focused on corporate borrowing and its relationships to the financial crisis, which can be viewed here. As history has repeatedly demonstrated, run-of-the-mill recessions are simply a reflection of a normal business cycle. These minor… More >>

  6. May 20, 2019

      So much of investor focus has been on the dysfunctional trade negotiations between the United States and China.  This has caused investors to miss some critical pieces of data from our economy.  Before I get to what that data may be, allow me to remind you of the… More >>

  7. May 13, 2019

      President Trump stepped up the pressure on China to resolve the current trade war by unexpectedly increasing tariffs on China’s exports to the United States. According to a tweet from President Trump, tariffs have increased to 25 percent on $250 billion worth of… More >>

  8. May 6, 2019

      Investors have seen the Federal Reserve come full circle over the past five months.  The Fed went from a “hawkish” rhetoric and raising interest rates to a “dovish” rhetoric putting further interest rates on hold for the foreseeable future. [i]     Bond investors… More >>

  9. April 29, 2019

      Last week the S&P 500 added a new notch to its belt.  For the first time since September 2018, the S&P 500 closed at a new all-time high.  [i]   This came on the back of the U.S. posting its best first quarter GDP since 2016.  According to the advance… More >>

  10. April 22, 2019

        With just a few weeks’ worth of S&P 500 earnings reports released for Q1 2019, the earnings recession we have been talking about for many weeks is beginning to take shape. So far with 15 percent of companies reporting their Q1 2019 earnings, FactSet is… More >>

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