Mr. Market Evaluates Macro Data
…call bi-polar today, and offers prices that vary wildly over short periods. Some days, he’s fantastically optimistic, and some days he’s darkly pessimistic. On Thursday, Mr. Market was feeling down,…
…call bi-polar today, and offers prices that vary wildly over short periods. Some days, he’s fantastically optimistic, and some days he’s darkly pessimistic. On Thursday, Mr. Market was feeling down,…
…means enduring the hard times, but also enjoying the breaths of fresh air that come along in huge quantities like 2019 or in smaller, but important doses like last week….
…all of the essential services are working. As a result, everyone is now working from home, often with our specialized phones from the office, additional computer monitors and even some…
Growing up, I’d never heard of the supply chain. Toys were either on the shelves or there weren’t. Today, I hear relatively young kids talking about how the supply chain…
…Summary Bond Market Review Europe’s Brexistential Crisis The Market Hates Uncertainty Compliance Corner: Custody The Big Picture and Fast Facts Click here to read the issue: 2016 Q2 Portfolio Insights…
…– until the recession is over and sidestep some losses?” It’s an understandable question, but it makes me uncomfortable because I have some powerful memories of the 2008 global financial…
…central tendency of the estimates, and the full range of the estimates. It also shows the changes from the last publication, which was in June. The gross domestic product (GDP)…
…from 3.1 percent to 2.8 percent, the first sub-three percent growth rate since the 2008 financial crisis. From an earnings standpoint, most companies are saying that they can’t yet estimate…
…daily data – looking at monthly results obscures some of the losses, like at the start of the pandemic, when stocks lost a third. I’d say they are almost double…