January 26, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance What’s happened in 2022? It’s been a tough start for equities S&P 500: 2022 vs. the Past pic.twitter.com/bwKKibyR6c — Michael McDonough (@M_McDonough) January 24, 2022 “The... Read More →
January 4, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Job openings remain historically high Look for the release of the US #JOLTS data. The number of job vacancies will shed light on... Read More →
December 21, 2021
Market Performance (One Week) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News GDP growth is very high US GDP growth poised to be best since 1984's +7.24% pic.twitter.com/8AWbGVNUKa — Mike Zaccardi, CFA, CMT (@MikeZaccardi)... Read More →
December 14, 2021
Market Performance (Last Week) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Household net worth has skyrocketed Growth in household net worth in current expansion has been rapid at +19.6% annualized; in prior expansion,... Read More →
December 7, 2021
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The State Of The Market The Fed Chair, Jerome Powell, finally retired the word “transitory” as a way to describe inflation "It's probably a good time... Read More →
December 1, 2021
Market Performance (November) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News GDP expectations continue to go up JPMorgan revised up their fourth-quarter GDP tracking estimate to an annualized 7% from 5% following today’s data.... Read More →
November 10, 2021
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Jobs report beat expectations Jobs report was spicy (but in a good way, like Sriracha) ▫️ 531K new jobs vs. 420K expected ▫️... Read More →
November 3, 2021
Market Performance (Month of October) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings continue to beat estimates And profit margins are hanging in there for now Employment costs are going up per surge... Read More →
October 27, 2021
Market Performance (Prior Week) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings continue to be impressive 84% of $SPX companies have beaten EPS estimates to date for Q3, which is tied for the... Read More →
October 20, 2021
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Good News Earnings are so far, so good The Bad News Earnings revisions are continuing to fall Upward earnings revisions have faded … overall index... Read More →