Sample Our Reports, Presentations, & Market Insights
CNBC – The industry that opposed Trump the most has performed best in his first 100 days Despite loud opposition from tech firms to many of Trump’s policies, investors have hoisted many tech stocks to all-time highs since the election. Shares of Amazon, Apple, Facebook, Microsoft and Alphabet have hit one all-time high after another in… Continue reading
ETF Trends – Oil ETFs Drubbed, But Some Argue for Upside For example, USO, one of the most heavily traded commodities exchange traded products of any stripe, slid more than 5%, but some market observers believe oil’s most recent plunge is not justified by poor fundamentals. In fact, Goldman Sachs opines that oil fundamentals are… Continue reading Crude Oil And...
Comment The chart below provides a historical look at the yields of various Treasury instruments as well as Moody’s yields. Some of the data dates back to 1790. In the case of the 10-year note, the following data sets have been spliced together: 1790 to 1831: 3% British Consols 1831 to 1919: High Grade Long-Term… Continue reading A Long Term Look At...
Handout, mp3 replay and webcast replay for our conference call titled The Growing Divide Between Survey-Based Data And Realized Data on April 20, 2017. The handout can be found here (starts with the second post). Q&A from this conference call can be found here. Mp3 replay can be heard below: Your browser does not support the audio… Continue reading
The Financial Times – Diverging US economic data raise questions over ‘Trump bump’ Gap between hard numbers and buoyant mood of companies and consumers is widening Since his inauguration, Donald Trump has enthusiastically trumpeted surging...
Comment The NFIB’s Uncertainty Index reported today for March remains well above its highest since prior to Trump’s election. However, the bond markets’ lack of volatility may be more a result of increased certainty over future...
CNN/Money – Consumer confidence soars under Trump. Here’s what it means It’s also worth pointing out that the Conference Board’s consumer confidence index surged right after last November’s election as well — to...
The Financial Times – Global surveys or hard data – which are the fake news? In conclusion, we believe that the hard data in the US are understating activity growth in that economy, and consequently in the official GDP series for the global...