Market-insights

Farewell To Data Dependence

Until recently, Fed Chair Jerome Powell sounded a consistent theme:…

Market-insights

Lifting Our Target for Stock Prices

The S&P 500 is up 27% from its Christmas Eve…

Market-insights

The Longest Expansion

As of today, the current economic expansion is the longest…

Market-insights

This Crazy Rate Cut

The narrative that the U.S. economy is in trouble –…

Market-insights

Better Signs

A few key economic reports have taken a turn for…

Market-insights

No Need for Rate Cuts

At the Friday close the market consensus was that the…

Market-insights

The Plow Horse Returns?

We haven’t been worried about a trade conflict with China,…

Market-insights

Don’t Count on a Rate Cut

At the close of activity on Friday the futures market…

Market-insights

Trade War Hysterics

Since hitting new all-time highs two weeks ago, the S&P…