Pushing the Market | December 18, 2020

Markets rose, as did COVID cases last week. What is pushing the market higher? Monday The week kicked off much the way it had ended the week before. The...


Fading Silver Lining

Markets ended up fading 1% last week. Are there lasting concerns or an underlying silver lining? Monday The week opened with a sputter as focus shifted to the never-ending...


Leading Indicator Watch | Dec. 11, 2020

Not many leading indicators to unpack this week. JOLTs Job Openings climbed to 6.652m open job positions posted for October while the Initial Jobless Claims rose to 853k. Before...


The Face of Irrational Exuberance | December 4, 2020

Markets grew again last week in the face of mounting COVID cases. Are markets exhibiting irrational exuberance? Monday The week started with vaccine news as Moderna announced they are...


Leading Indicator Watch | December 4, 2020

Before I publish Market Thoughts, let’s look at the leading indicators that caught my attention last week. Click here to download the latest insights on economic activity. Look for Market Thoughts tomorrow!


Holiday Present | November 27, 2020

The holiday shortened week brought market gains as an early holiday present! Are the gains sustainable? Monday In a re-occurring theme, Monday brought good vaccine news as AstraZeneca announced...


Leading Indicator Watch | November 27, 2020

Michigan Consumer Sentiment and CB Consumer Confidence slipped ahead of Black Friday amid a rise in Initial Jobless Claims… the Markets surge on. View my weekly notes here and...


More of the Same? | November 20, 2020

The markets lost ground last week for the first time since October. Does next week look like more of the same? Monday Markets started the week on a strong...


Leading Indicator Watch | November 20, 2020

Happy Thanksgiving! Our leading indicators this week show a decline in Housing and Core Retail Sales and Initial Jobless Claims rose last week. Click here for more information and...


Fade to This Rally? | November 13, 2020

Rally, rally, rally, markets continue to climb. Is this trend likely to continue or are there signs of a coming fade? Monday Markets started the week on a strong...