06|19|2019

Stable Volatility | June 14, 2019

Markets were up slightly last week, but you would not know that by looking at volatility. Why did volatility remain elevated while markets stayed stable? Mexico – US On...

Unemployment and Consumer Confidence

06|17|2019

Leading Indicators | June 14, 2019

As I write Market Thoughts, here are some economic indicators that caught my attention.  Click here to download the latest insights on economic activity and how they are impacting...

06|11|2019

Driving Markets Up | June 7, 2019

Markets grinded up last week even as tensions rose and economic data continued to show weakness. So, what is driving markets up?   Trade Tensions Tensions escalated on two...

06|11|2019

Leading Indicator Watch | June 7, 2019

As I write Market Thoughts, here are some economic indicators that caught my attention.  Click here to download the latest insights on economic activity and how they are impacting...

Trade

06|04|2019

All-In on Trade | May 31, 2019

Trade disputes escalated last week advancing the battle with China and opening a new front against Mexico. The world seems to be all-in on trade. China- US China was...

06|03|2019

Leading Indicator Watch | May 31, 2019

As I write Market Thoughts, here are some economic indicators that caught my attention.  Click here to download the latest insights on economic activity and how they are impacting...

05|31|2019

4 Reasons to Not Leave Your 401K Behind

I worked at that place for 7 years.  They were always good to me.  Their 401K always did well for me.  I’ll just leave it there… NO!!! 401K Performance...

trade war

05|29|2019

Mounting Clouds | May 24, 2019

Clouds are mounting around the global economy and it appears no one is safe. What happened?  When or will the storm arrive? Trade War The trade war heated up...

Manufacturing

05|28|2019

Leading Indicator Watch | May 24, 2019

Services PMI fell to a dangerous level of 50.9 from 53 last week.  50 marks the line of contraction and expansion.  Let’s take a look at our other leading...

trade

05|22|2019

Trade, Trade, Trade | May 17, 2019

Trade, trade, trade… Last week was all about trade… How should we expect a prolonged trade battle to impact the economy and markets? GDP Impact Thus far, tariffs have...