Harbingers
…..London attacked. Markets quiet but volatility ahead. Budget cuts to environmental programs not so easy. Existing home sales dip. Mortgage apps dip. Millionaire households grow fast. Nike, Fed Ex...
View ArticleC’est l’économie stupide
…..Wall Street down today, up for the week. Oil down for the week, but gasoline prices head higher. Tax reform next week, if the government stays open. Existing home sales up. State by state...
View ArticleNon-Freak
….Stocks drift lower. Congress to tackle debt ceiling and tax reform. Yellen final hurrah at Jackson Hole. Amazon swallows Whole Foods on Monday. Existing home sales slide. Harvey goes to Texas....
View ArticleHow the Net Dies
….Record highs for Dow, S&P, Nasdaq and Russell 2K. DOJ sues to block AT&T-Time Warner deal. FCC moves to kill net neutrality protections for consumers. Existing home sales climb. Financial...
View ArticleDollar Down the Slopes
….Dow record high close. Mnuchin and Ross talk dollar in Davos. I’ve seen smarter cabinets at Ikea. Punishing sanctuary. Existing home sales slam up against tight inventory. Earning season rolls along....
View ArticleMinutes. Poof.
….Stocks drop after FOMC minutes. 10-year note closes in on 3%. Home sales drop – no inventory. Small biz optimistic. No change in take home pay. ECB tomorrow. Apple hunting cobalt. Financial Review by...
View ArticleClosing in on 3%
….Bond prices fall. Fed may have 4 hikes in 2018. Existing home sales pick up in March. Job openings but no raises. Alphabet beats big. Financial Review by Sinclair Noe for 04-23-2018 DOW – 14 =...
View Article7 Straight
…Dow drops again. Nasdaq and Russell 2K hit record highs. FAANGs lead. Trade war exposure. OPEC could benefit. Family separation policy ends. Fed’s Powell concerned about trade. Existing home sales...
View ArticleGoogle It
…Earnings season strong but may have hit peak earnings. Google shines. Trade wars loom. Iran gets tweet threat. Commodity prices slammed by tariff talk. Existing home sales slip Financial Review by...
View ArticleIn Need of Pie
…Stocks stumble into holiday. Economic data dump: existing home sales, housing starts tick up, consumer sentiment falls, durable goods orders sink, LEI ticks up. Oil bounces. Wrapping up USMCA....
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