So, U.S. stocks (SP500) are at all-time highs and fed funds futures are pricing in a 100% chance of a rate cut this month!

Yesterday’s release of the Institute for Supply Management’s (ISM) June Manufacturing Index pretty much echoes our present assessment of general conditions overall; expanding, but

Bespoke Investment Group hit the fundamental (and political) nail firmly on the head in their morning commentary:   emphasis mine… “Over the weekend, the Presidents

7/1/19 Monday As expected, futures are rallying hard into the open this morning. Beyond this morning’s spike, and with trade-war-escalation off the table for

6/29/19 Saturday The Trump/Xi summit concluded pretty much as the market anticipated — a truce — with one even market-friendlier exception; Trump suggested that

So, it’s 9:09 Saturday morning in Osaka Japan, as I type, and there’s this big meeting between presidents Trump and Xi happening sometime today.

Stocks are hanging in there this morning on news that even before Trump and Xi get together on Saturday their respective post-meeting statements have

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the

Three months ago I offered up the highlights of my then six-month thesis. I’ll cut and paste it below, and report (in red) on

My equity screens got all jumpy right at 7am (pt) this morning, as new home sales, consumer confidence and the Richmond Fed Manufacturing Index