The Independent Market Observer

Appearance on Bloomberg Daybreak: Americas, November 13, 2018 [Video]

November 14, 2018

We're seeing increased volatility in the market, but what's the outlook for 2019? I discussed this and more (my segment begins at 50:51) yesterday on Bloomberg TV's Bloomberg Daybreak: Americas

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Monday Update: Strong Bounce Back for Hiring

November 5, 2018

Last week was a busy one on the economic front, with looks at consumer income, spending, and confidence, as well as manufacturing industry sentiment, the trade balance, and, most important, the job market. The week ahead, on the other hand, will be a relatively slow one for economic news.

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Appearance on CNBC's Squawk Box, November 1, 2018 [Video]

November 1, 2018

How will the markets perform in 2019, especially if rates continue to rise? I discussed this and more earlier today on CNBC's Squawk Box.

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Monday Update: More Signs of a Slowdown

October 29, 2018

Last week was a busy one on the economic front, giving us a final view of housing for the month, as well as whether business investment continued to improve. The week concluded with a preliminary look at how the economy performed in the third quarter. In the week ahead, we’ll see data on consumer income, spending, and confidence, as well as manufacturing industry sentiment, the trade balance, and, most important, the job market.

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Appearance on CNBC's Power Lunch, October 24, 2018 [Video]

October 25, 2018

Yesterday, I appeared on CNBC's Power Lunch to discuss (no surprise here) market turbulence. Tune in to hear why I think we're experiencing normal noise, plus what sectors are performing well despite the current volatility.

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Monday Update: Industrial Production Strong, Retail and Housing Sales Slowing

October 22, 2018

Last week was a busy one for economic news, with a wide range of data from across the economy. This week will give us a final view of housing for the month, as well as whether business investment continues to improve. We’ll also get a preliminary look at how the economy performed in the third quarter.

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Appearance on CNBC's Nightly Business Report, October 18, 2018 [Video]

October 19, 2018

Yesterday, I appeared on CNBC's Nightly Business Report (my segment begins at 4:38) to discuss the global issues weighing on the market, as well as their potential impact on U.S. investors. Listen in to learn more.

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Monday Update: Inflation Steady, Confidence Pulls Back

October 15, 2018

Last week was mostly about prices, although we finished with a look at consumer confidence. This is a busy week, with a wide range of data from across the economy.

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Monday Update: Business Confidence High, but Job Growth Disappoints

October 8, 2018

Last week was a busy one for economic data, with looks at business sentiment, the trade balance, and, most important, the job market. This week’s data digs into pricing and inflation, as well as gives us another look at consumer confidence.

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Quick Takes from the Financial News: USMCA, Amazon, Powell’s Speech

October 3, 2018

There’s a lot going on in the world. As such, I thought today would be best served by taking a quick look at some of the financial news—and what the headlines mean in the bigger picture.

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Certain sections of this commentary contain forward-looking statements that are based on our reasonable expectations, estimates, projections, and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Past performance is not indicative of future results. Diversification does not assure a profit or protect against loss in declining markets.

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