Market Updates

Consumer Confidence

Consumer Confidence This week Tuesday we’ll get another look at consumer confidence when the Conference Board releases their confidence measure for November. Confidence is critical to watch not only because the consumer drives the economy but because it is a lack of confidence that has resulted i[...]

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The Consumer Rules

As we’ve noted recently, the consumer is still the primary driver of economic growth here in the U.S. Last week’s “Black Friday” and this week’s “Cyber Monday” will be dissected to understand what kind of holiday season retailers might have and whether or not consumers are tightening [...]

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Thanksgiving Week, Perhaps

This week we have a lot to be thankful for. Our families, colleagues and clients. We wish everyone a Happy Thanksgiving and hope you enjoy safe travel and time with your families. It might be helpful to review some of the recent market moving events to see if there is anything we can be thankful for[...]

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Same old, same old?

After a couple of billion dollars and more media ads than any voter cares to count, the U.S. election is over, Barack Obama is still President, the House is still run by republicans and the Senate is still controlled by democrats. So not much has changed right? While pundits wonder whether the Pr[...]

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Monday Morning Market Update

The tug of war continued last week, on the campaign trail and with the economic data reports. Polling appeared to show the presidential race closer to a dead heat while news on the economy showed signs of strength and weakness. Purchasing managers indicated that they are less inclined to see grow[...]

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Shaping up to be a Frightening Week

This week is Halloween. Some ghouls and goblins have already been out trick or treating this weekend while others will make their way out on Wednesday. However those living along the Eastern seaboard may be more worried about the weather than they are the goblins. They are focused on the Weather cha[...]

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Consumer vs. Technocrat

Developed markets are depending upon the strength of consumption to carry them through the current earnings rough patch being experienced by corporations. At the same time many institutional investors ask us to rely on the emerging middle class in developing Eastern Europe, Asia and Latin America fo[...]

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Government Reporting by the Book

The Federal Reserve Bank’s “Beige Book” was released last week providing some insight into their current perspective. The Fed’s report said “that economic activity generally expanded modestly since the last report while “consumer spending was generally flat to up slightly.” The manufac[...]

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Europe’s Back and so is Employment

Last week we received some mixed messages about our economy with manufacturing data showing some weakness while the employment report showed significant improvement. In addition, Europe was back in the news as Spain and Greece re-entered investors psyche. One of the benefits of the focus on Europ[...]

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Monday Morning Market Update

The troubling economic news has been offset by a round of stimulus from Central Banks in the U.S., Europe and Japan. As a result, stock markets cling to their recent gains and bond yields in the most successful developed countries remain near all-time lows. The question is, as we enter October, a mo[...]

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