Market Commentary

Market Commentary Blog

  • May. 26 2017

    Housing

    Last week we reported on Housing starts for home which fell a little but rose for single family homes so the damage was in the multi-unit starts. This week two more reports on housing were released. … read more »

  • May. 19 2017

    Politics

    There is no question that politics plays a major role in our economy and our stock market. Stocks go up when the economy is on a growth pattern and down in recessions. Disruptions of the perception … read more »

  • May. 3 2017

    By the Numbers

    This week a blizzard of economic reports are being released. For March personal income fell, consumer spending fell, core inflation fell, and construction spending fell. ISM non-manufacturing rose in … read more »

  • Apr. 7 2017

    China

    A bit of good news for the U.S. concerning China. The trade deficit, while still high with China, has been falling for the last couple of months and actually is lower than in 2015. Direct investment … read more »

  • Mar. 31 2017

    Income and Inflation

    This morning’s income report showed a nice gain of .4%, unfortunately or fortunately depending on how you look at it consumers only spent .1% of that gain. For the economy we would want them to … read more »

  • Mar. 29 2017

    Hedge Funds

    Hedge funds have a reputation as the smartest guys on Wall Street, but do not bet on it. These funds will either do very well or very poorly. The reason why they have the reputation they do is that … read more »

  • Mar. 25 2017

    Home Sales

    Tags: Home Sales, Markets, Reports

    This week two reports were released on home sales. The Existing Home Sales Report came in as expected at 5.48 million, but new home sales spiked to 592,000 when expectations were for 571,000 and the … read more »

  • Mar. 17 2017

    LEI

    The Leading Economic Indicators report comes out once a month and is comprised of 10 elements. February’s number came in at a high .6% increase and that is the highest reading in over a decade. … read more »