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Corporate Beige Book | Weekly Market Commentary | October 26, 2015
Our new Corporate Beige Book indicates that China remains a primary focus for investors during third quarter earnings season.
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How Long Will Profit Margins Continue To Defy The Skeptics? | Weekly Market Commentary | October 19, 2015
We expect corporate America to generate strong profit margins for at least the next several quarters, as the primary margin drivers remain largely intact.
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Charting The Market’s Course | Weekly Market Commentary | October 12, 2015
This week we highlight seven key charts to watch that may determine the stock market’s near-term direction.
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Earnings Preview | Weekly Market Commentary | October 5, 2015
Third quarter earnings season will potentially look a lot like the second quarter. This quarter’s earnings preview could almost be a copy and paste of the second quarter preview: It looks like we will get meager earnings growth, if we get any at all.
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It Ain’t Over ‘Til It’s Over | September 28, 2015 | Weekly Market Commentary
Yogi Berra passed away last week at the age of 90. One of the greatest baseball players of all time, Berra was probably known more for his funny sayings (so-called “Yogi-isms”) than he was for his impressive career as a New York Yankee that lasted from 1946 until 1963 and included 3 MVP awards and…
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Fed Implications | September 21, 2015 | Weekly Market Commentary
The Federal Reserve’s (Fed) decision not to raise interest rates at its September 17 policy meeting was undoubtedly the biggest event of last week. Although not a big surprise, besides Donald Trump (and perhaps China), the Fed is all that anyone is talking about these days.