Knee Jerking to Adjectives?

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While the Alibaba IPO story steals market headlines and is sure an interesting company, the broader market impact will come from some academics turned monetary policy makers in the hallowed halls of the Federal Reserve. Knee Jerking to Adjectives? If we look at the market action between the dollar, gold, bonds, and the headline equity Read more…

September FOMC

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This week we wait to hear from the Fed. It is FOMC meeting time again and the next two meetings will be interesting as to how they position monetary policy or at the very least “tone” heading into the mid-term election. September FOMC courtesy of wikipedia There has been one significant and interesting change since Read more…

Dollars, Gold, and Bonds – Oh My!

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The market remains at a precarious level and I think if we can’t hold these support levels into the close we could be setting up for a small correction of a couple of percentage points. On the other hand I am not looking for a full sell-off back to the August lows just yet, with Read more…

Job Landscape

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The market is struggling to move higher at these levels. The bounce off the lows was strong and solid, but to continue to fuel such a powerful rally needs more than just confidence, it needs capital. We are seeing leverage in the markets reaching new highs daily and the strong dollar doesn’t help as capital Read more…

iThing?

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The market continues to hold up in this upper consolidation range, waiting for something to help juice optimism and send the market higher. The rebound from the recent low has been strong, but concerns remain as to how much of this rally is based on fundamentals or rather there is no place else to go Read more…

Status Quo

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The status quo is certainly comfortable, as long as the market continues to rise. No one actually wants to be bearish and we all generally want prosperity. Yet there is the notation of a hidden hand of Fed interventionism at work. All is good as long as that hidden hand can continue to buoy the Read more…

August Labor Report

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Today is the big labor report, which can certainly inject some daily volatility into the market. It may also give us a inclining of how the Fed will position monetary policy. Wonder how it will be spun? August Labor Report We saw the private payroll ADP report, which came in cooler than expected, but still Read more…

Ain’t no mountain high enough!

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The market continues to hold strong as we wait for the monthly labor report tomorrow. I suspect that the string of economic data heading into the mid-term elections will be better than expected and reflect a strong recovery, despite the reality on the ground. Ain’t no mountain high enough! Marvin Gaye – Courtesy of wikipedia Read more…

Consumers

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The market is holding up very well as it looks like nothing has changed as far as monetary policy. Additionally the geopolitical landscape remains at a simmer for now. We will be getting the highly watched labor report and one should continue to expect improvements. The jobs data could even help push this market higher Read more…

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