Once again, last week’s economic reports were surprisingly strong, with most consumer and business data beating expectations, often significantly.
December 12, 2016
Once again, last week’s economic reports were surprisingly strong, with most consumer and business data beating expectations, often significantly.
December 9, 2016
The markets have continued to rally since the election, reaching all-time high after all-time high. Should we be nervous about a short-term pullpack?
December 5, 2016
Last week’s economic reports were surprisingly strong, with both consumer and business data beating expectations, often by significant amounts. These results support the idea that the economy continues to improve—and that the improvement appears to be accelerating.
December 1, 2016
I’ve been pretty optimistic about the U.S. economy and stock markets over the past couple of weeks, and I stand by that. Almost all of the news is surprisingly good and likely to improve even further.
November 30, 2016
Over the past couple of weeks, everyone’s been wondering how long the stock market's “Trump bounce” will last. Several people have asked me whether a pullback is due and how bad it might be. Even as markets move higher, there is quite a bit of worry.
November 28, 2016
Overall, last week’s data was quite positive. Existing home sales did very well, while there were signs that business investment is looking up. Although the news was not all good, most of it was.
November 25, 2016
With everyone out shopping today, we'll soon be seeing the usual slew of Black Friday data (and the instant economic analysis that goes along with it).
November 21, 2016
Last week’s economic data offered an encouraging picture of where the Trump era will be starting from.
November 14, 2016
Last week’s big economic and market news was the election. What might it tell us about the future? Let’s take a closer look.
This morning, I was on CNBC’s Worldwide Exchange discussing deregulation and offering thoughts on market volatility in the wake of the presidential election.
