Entries by Tom 2

Is This As Good As It Gets for the S&P 500?

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Is This As Good As It Gets for the S&P 500? The outlook for U.S. stocks remains positive, as the “Four Pillars” of the rally remain intact:  Global central bank accommodation (this was mildly solidified last week by the ECB and the soft jobs report), a clear macro-economic horizon (also further solidified by the Ukraine/Russia […]

In Focus: ECB Decision

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ECB Decision The ECB shocked/surprised markets last week by announcing a targeted, private-market QE program that will begin in October. This decision, combined with the start of the TLTRO, represents a significant bullish tailwind on the euro zone that should not be ignored. What Happened: The important event you need to be aware of from […]

Why You Need to Care More About the ECB Than You Probably Do.

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Why You Need to Care More About the ECB Than You Probably Do. I realize not everyone will have read this by the time the ECB makes its policy announcement (in 45 minutes) or when Draghi holds his press conference (in 90 minutes), but I want to include this analysis because simply put, Europe is […]