While my experience doesn’t entirely agree with Bloomberg’s analysts’ statement that a rising dollar is necessarily a net positive for stocks (the 20-yr monthly

In this morning’s written commentary I suggested that 2018’s stock market action so far looks more like a consolidation in an ongoing bull market

Long-term technical trends and macro conditions at this juncture have 2018’s market action looking more like a consolidation within an ongoing bull market than

In Where Do We Go From Here I wrote: While chatting with a well-traveled friend the other day she expressed how amazed she is

If you’re truly interested in getting your head around the trade issue, and if you’re willing to set your politics aside (trust me, my

Yesterday we reported on weak data from the housing market and suggested that — while we are indeed taking note — factors other than waning demand may

While June’s homebuilder sentiment survey (released yesterday) was just fine with an overall score of 68 (above 50 denotes optimism), last month’s housing starts

Ironically, the threat of a global trade war is inspiring trade deals across the globe. Sadly, however, the traditional U.S. leadership in such agreements

The following headlines from this morning speak to what we’re seeing in the consumer components of our macro index: Strong retail sales report suggests

We’ve maintained that the saving grace for the market when it comes to the threat of a global trade war is the market itself.