March 3, 2020 Last week we asked why rates were so low. The question arises because the economy seems to be humming along quite nicely. Sure, there are headwinds. The latest headwind is the threat of the coronavirus. Not to play down this threat, but in the past several years the economy has withstood plenty […]
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February 18, 2020 There have been plenty of headlines in 2020 and it is only mid-February. The virus scare has died down a bit in the markets, though this is no indication that the threat of the virus has gone away. It just seems that these events can only hold the attention of the markets […]
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February 11, 2020 The January 2020 jobs report released on Friday actually represented the first major data of the new year and new decade. It also came just about one week after our first look at economic growth for the fourth quarter. The preliminary 2.1% growth rate was seen as right on target. Adding 225,000 […]
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February 4, 2020 Just when we think we have enough factors to consider when analyzing the direction of the markets, we add just one more. At the end of January, we had the meeting of the Fed Reserve, a release of the measure of growth for the fourth quarter, and an Impeachment trial. Then we […]
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January 28, 2020 Don’t look now, but it is coming. We constantly warn that predictions are often fruitless. But one thing is guaranteed, we will have a Presidential election this year. While we can give you the date, we obviously can’t guarantee the winner. Though we can’t guarantee who will say what, we can guarantee […]
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January 21, 2020 We spent the past few weeks presenting for you summaries of 2019 and predictions for 2020. Then, as we do every year, there is an event that reminds us that predicting the future is impossible. This year it is the Middle East which is getting all the attention. In previous years, the […]
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January 14, 2020 The numbers are in for 2019. We will start with jobs, as the December report was just released last week. The month’s numbers generally were slightly disappointing, which is good news for the economy and interest rates, as it is in line with predictions of slower growth but no recession. For the […]
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December 24, 2019 The end of the year is in sight as we enjoy the final holidays of 2019. As we have mentioned previously, it has been a very interesting year to say the least. Highlighted by lower interest rates, a strong stock market, a slower growing economy and trade wars. The next question is–how […]
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December 17, 2019 It was no surprise to the markets that the Federal Reserve Board did not decide to raise or lower interest rates at their meeting last week. After three decreases this year, the Fed had given plenty of signals that they have moved into neutral mode as they await further changes in the […]
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