“The Bull Market is Alive and Well” – Marc Sutin
Honoring all who Served on Veterans Day. US equity markets rallied to record highs last week. This, fueled by optimism over US/China trade, better-than-expected Q3 earnings, and a lack of […]
“The Powell Put is in Place”
Last week’s .25 bps Fed rate cut, stronger than expected Q3 GDP(a) reading, better than expected October Employment Report, and revisions to August and September’s Employment Reports propelled US equity […]
US equities close in on record territory, again
Large-cap sponsorship, in the form of 3M, CAT, and Intel, helped to deliver positive traction for US equity markets last week. Large-cap tech sponsorship in the form of Tesla, AMD, […]
China’s growth slows to a 30-year low, more of the same on the horizon
US equity markets, fueled by better than expected Q3 results from the financial sector and outperformance by the real estate, utility, and home builder sector, posted mixed results last week. […]
Jerome Powell, FOMC Minutes and CPI
It has become abundantly clear that we have entered an era of ultra-low interest rates in much of the industrialized world. From Japan to Germany and much of Europe, negative […]
Political Headwinds Meet Technical Tailwinds – Marc Sutin
The US equity market outlook reverted back to “Uptrend Under Pressure“ last week as markets once again fell prey to themes that were decidedly not tied to our most US […]
US equity markets remain in a confirmed uptrend, but for how long?
US equity markets took the Fed’s 25 basis point rate cut and Chair Powell’s press conference in stride last week. However, the specter of risk associated with US/China trade talks […]
In the Media: Tencent
Breaking through the patriarchal political barrier, Lagarde becomes Europe’s first female central bank governor–by Kang Lu and edited by Zhang Qingning. Original in Mandarin Lagarde accepted an interview with the […]
Oil Prices Jump After Attack in Saudi
Despite Friday’s mixed performances, US equity markets gained ground last week, while the Dow Industrials logged their 8th consecutive daily gain. Financials provided a constructive underpinning to the week as […]
September 11 remembered
Last year, at this time, markets were on the precipice of a meltdown that lasted into year-end, 2018. December 24, to be exact. Fueling the dramatic shift to risk aversion […]