Saturday, December 9, 2023

Don’s Notebook March 27, 2018

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Case-Shiller data are likely to highlight the strength of home appreciation, which is a less publicized factor behind what have been robust levels of...

Don’s Notebook March 15, 2018

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This morning’s jobless claims report points to strength in the labor market with initial claims down 4,000 in the March 10 week to 226,000. ...

Don’s Notebook February 16, 2018

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The strengthening recovery across U.S. equities -- the S&P 500 Index capped its best five-day run since 2011 yesterday -- continues to set the tone for global benchmarks.

Morning Notes Jan. 29, 2018

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Personal Income and Outlays Report was issued this morning. This report breaks out December's consumer numbers, including inflation data, from last week's fourth-quarter GDP report....

Mnuchin Hammers Greenback in Major Policy Shift

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Twenty-three years of policy out the window? That's what might have just happened. After all, government officials have spoken in favor of a strong U.S....

Massive Rotation Underway as Optimism Spreads

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Some people may confuse energy and utility stocks, but they're not likely to make that mistake right now. Energy's up 4.5% in the last week,...
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