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Breakout

The S&P 500, Dow Jones Industrials, and other major indexes have recently broken out to new highs. But this commentary is not about the breakouts in... More
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GDP GAP

How fast the economy is growing at any given point in time is important to know. Citizens, policymakers, investors, central banks, and, in election years,... More
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Jam Packed June

June is jam-packed with major market events. This week we take a look at these events and potential market implications, highlighted by the “Brexit” vote... More
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Spinning Our Wheels

The one-year anniversary of the S&P 500’s all-time high took place on May 21, 2016. Stocks have largely been spinning their wheels for the past year.... More
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Corporate Beige Book

Our analysis of earnings conference call transcripts for the first quarter earnings period provides a mixed picture. The good news is that economic fears and... More