Market Updates
Weekly Financial Insights Blog

Monday Morning Market Update

On Sunday I had the opportunity to meet Santa Claus at a Sunday brunch, the benefit of my having a five year old. During our visit, I spoke to him about whether there would be any gifts from the right or left regarding the impending “cliff.” I also suggested that less giving from our benevolent [...]

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Monday Morning Market Update

Last week’s economic data concluded with the jobs report. The Bureau of Labor Statistics (BLS) noted that “Employment increased in retail trade, professional and business services and health care.” What is important is what’s missing. Absent from that report are manufacturing and constructio[...]

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Monday Morning Market Update

December is usually the beginning of a good two month period for stocks, generally referred to as the “Santa Clause effect” followed by the aptly named “January effect.”  This season brings some unusual uncertainty with the expiration of tax cuts at the end of this month causing consternati[...]

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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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