The key to lower inflation may start with the stock market and feed into the economy rather than...
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Retail Sales Are Better Than Advertised
Within the headline retail sales figure is a lesser-followed data point called the retail sales...
The FOMC Shifts To A Dovish Tone
As the market widely expected, the FOMC left the Fed Funds rate unchanged. However, the statement...
The Sentiment Bark Is Worse Than The Market’s Bite
The old saying that the bark is worse than the bite is a good description of the current state of...
Transportation Stocks Continue To Lead Markets Lower
In our Commentary last week, we noted that Delta shares were down over ten percent due to their...
Orange Juice And Egg Prices Provide Welcome Relief
As we have mentioned numerous times, consumer sentiment greatly impacts economic activity....
The Rotation To Value From Growth: What Comes Next?
In hindsight, markets are easy to assess, yet extremely challenging to forecast. For example, as we...
CPI Is Cooler Than Expected
Following a hot January CPI set of inflation data, the BLS CPI report cooled down in February....
Buy The Dip Or Sell The Rip?
The rally over the last two years has helped investors forget that markets also go down. After two...
Transition Is Worrying The Markets
In an interview on Fox this past weekend, Donald Trump was asked if he was expecting a recession....