Much has been made of President Trump’s expectation to implement his pro-growth agenda, which certainly contributed to the run-up in equities starting immediately after the…
Category: Economy
Yield Spread Is Tightening - High Yield Bonds Are Overpriced
The yield curve is showing rising short term rates, indidating a move to a risk-off sentiment where investors have reduced prospects for potential growth in…
Market Commentary
US large caps ( 1.4%) and US small caps ( 1.1%) managed to bounce back from last week’s debacle of the Trump – Russian “collusion”.…
Weekly Economic Update
Housing: The National Association of Home Builders (NAHB) Housing Sentiment fell to 68 in April from 71 the prior month. Despite the drop, builder’s sentiment…
Weekly Economic Update
House prices, as measured by the S&P CoreLogic Case Shiller 20-City Home Price Index, rose 0.90% (MoM) for January and is now up 5.70% (YOY). All…
Weekly Economic Update
Trump’s new economy is benefiting from a reduction in the US Trade Balance, falling from -$48.2. billion to $43.6 billion. US Durable Goods also saw…
