Political capital lost as the health care bill is pulled before the vote. How will this play out in markets as this has significant ramifications on the potential for tax cuts. The markets are struggling with the idea that some of the planned for fiscal stimulus may be in limbo. Still – consumer confidence clocks […]
Markets are starting to realize that it may not be so easy for all of the promises come to fruition. From a quick reduction in taxes to a repeal and replace of the health care bill. The US Dollar is sinking – even after the Fed hiked rates last week – what is going on? […]
Markets are once again consolidating. The Fed looks as if it is going to hike rates again tomorrow and how will that play? Inflation has been on the rise and while fiscal actions appear to be sparking interest in buying stocks, will the Fed pour cold water on the entire rally? Gold down, oil down […]
Investors are in the mood to buy everything (aside from Gold) these days. Bitcoin hits a record, markets are vacillating near the highs and the VIX is once again hovering right around 11. Even with some of the overbought readings – there seems no stopping this rally. There is seemingly nothing to worry about. But […]
With President Trump unveiling some details on his plan to Congress today- will markets have a sell the news moment? The DJIA marks history with a 12 day advance – not seen since 1987. Correlations are now being drawn to that historic year. and the event on Black Monday. What we are looking at that […]
Seems that upwards of 50% of jobs around the world will be replaced by robotics and automation over the coming decades. Crude inventories are rising as is the price of oil. What is going on? We take a look at the concern over sanctuary cities, market internals, world economics and more. Podcast: Play in new […]
There is plenty of excitement about the potential for tax reform. Stocks are showing extraordinary resilience in the face of headwinds and the uptrend continues. According to Goldman Sachs – Trumpthusiasm is running out. But is it really? New highs for markets and the concern that the Fed may become more hawkish is swirling around. […]
There is trouble in the EuroZone and unfortunately, nothing has changed over there. Employment reports continue to provide evidence that the U.S. economy is strong, even as there is some weakness outside of our borders. From what it seems, that is the plan as protectionism is on the rise. Plenty of items on the list […]
Tweets by President Trump have been causing some market chaos. Traders have been trying to get a handle on the way to best use these to their benefit, but it is not an easy task. Earnings season is now showing a much different outcome than was seen in the first week as many companies are […]
President Trump – plenty of activities already with comments, executive orders and directives. Markets appear confused with all of the back and forth commentary from Twitter and official White House sources. Earnings season is underway and there will be plenty of companies reporting over the next couple of weeks. Alternative Facts have been around for […]
