All Insights

Search Results

The Morning View: June 3, 2022

In this morning’s data, the economy added 390,000 jobs in May, more than expected.  The Transportation & Warehousing industry was strong, while the Retail Trade and Motor Vehicle and Parts industries were relatively weak.  The Unemployment Rate held steady at 3.6%...

READ MORE

Market Perspectives – June 2022

Bridging Troubled Markets • Weighing the impact of monetary policy tightening efforts and its impact on market emotions • Discussion of the primary dislocations in the market economy and their impact on inflation • Gauging the strength of the continuing post-COVID...

READ MORE

The Morning View: May 27, 2022

Announced this morning, Personal Income increased 0.4% in April, lower than expected, and Personal Spending increased 0.9% in April, more than expected and the previous month was revised three tenths higher to 1.4%. Real Personal Spending, which accounts for...

READ MORE

The Morning View: May 17, 2022

In this morning’s data, Retail Sales for April increased 0.9% for the month, a bit less than expected, but the previous month was revised considerably higher. Motor Vehicle & Parts Dealers were strong rebounding from the previous month, while Gasoline Stations...

READ MORE

The Morning View: May 11, 2022

In this morning’s data, the Consumer Price Index increased 0.3% in April and 8.3% on an annual basis, more than expected. Monthly prices for Transportation Services, up 3.1%, and Utility Gas Service (natural gas), also up 3.1%, were strong while Gasoline prices were...

READ MORE

Market Update – May 2022

A Month At A Glance • Both equities and fixed income posted large losses for the month • US core bonds fell 2.0% in April, posting their fifth consecutive month of losses • The US dollar surged 4.7% last month and has now appreciated 7.7% this year • Despite the...

READ MORE

The Morning View: May 6, 2022

Announced this morning, the economy added 428,000 jobs in April, more than expected. The Manufacturing and Transportation & Warehousing industries were strong, while the Construction and Mining & Logging industries were relatively weak. The Unemployment Rate...

READ MORE

Market Perspectives – April 2022

Recessions, Yield Spreads, and Markets • Discussion of the growing inflationary concerns and potential impact if these trends lead the global market recession • Review of the labor markets, housing industry and household wealth data and its role in supporting forward...

READ MORE

The Morning View: April 29, 2022

Announced this morning, Personal Income increased 0.5% in March, slightly higher than expected. Personal Spending increased 1.1% in March, also higher than expected and notably stronger than the previous month’s revised figure. In addition, the Employment Cost Index,...

READ MORE

The Morning View: April 19, 2022

In this morning’s data, Housing Starts were 1,793,000 in March, a bit more than expected and a 0.3% increase from the previous month. In addition, Building Permits were 1,873,000 in March, also a bit more than expected and an increase of 0.4% for the month. Overall,...

READ MORE

Interested in speaking with

one of our experts?