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Retail sales in June disappointed as they were well below market expectations. Improvement in the labour market and rising household wealth did not spread fully in consumption data in Q2 among...
We thank readers for their emails and questions following our original report from Jackson Hole. Let’s use a metaphor and advance the discussion with this commentary. On the Jewish holiday of...
As the 10-year to T-bill yield curve chart makes clear, we are not in Kansas anymore. We are in Wonderland and as you can see, in Wonderland interest rates and their interrelationships are at the...
STRATEGY: The S&P 500 remains above the 160-wma long-term support level at 1337. The standard 200-dma support level is at 1517. Perhaps more importantly, the distance above the 160-wma has has now...
I am fortunate to have a copy of Donald Rumball’s 1996 biography of Canadian business legend Peter Munk, The Making of a Modern Tycoon, on my bookshelf. The authorized account covers...
Midway through trading Monday, the Dow traded up 0.09 percent to 15,478.58 while the NASDAQ surged 0.12 percent to 3,604.46. The S&P also rose, gaining 0.13 percent to 1,682.31. Top Headline...
China’s push to get consumers to open their wallets more and refocus the economy on domestic consumption is stalling, contributing to lower growth in the second quarter and forecasts of even...
China’s economy will continue to slow, a number of high profile analysts said on Monday, forecasting that growth could fall to as low as 4-to-5 percent by the end of the decade.“While the...
There is much discussion over the slew of macro economic data China reported yesterday. The high frequency data, which is often looked upon with a jaundiced eye, is not the key story for investors,...
“Never argue with a fool, onlookers may not be able to tell the difference.” -- Mark Twain.So far, July is looking pretty sweet for those investors who have decided to swap the pleasures...
Note from dshort: Here's updated historical market comparison prompted by a special request from Greg Patterson of The Advisory Group in San Francisco.This chart series features an overlay of the Four...
Poland reported June CPI on Monday and was well below expectations.It was flat while the consensus on the month and a mild 0.2% year-over-year, down from 0.,5% ini May. Some at central bank are...
Retail sales increased 0.4% in June, which is below the consensus forecast, but that shortfall is less about a weaker pace of spending vs. overly optimistic expectations among economists for this...
Until the past few months I've not routinely reported on monthly manufacturing data, regional or otherwise. However, now that I'm tracking the Big Four economic indicators, which includes Industrial...