Data Check: Hard Landing or Soft Landing?

What’s in Today’s Report: Hard Landing vs. Soft Landing Scoreboard and Chart: NVDA Earnings Loom Large – Key Technical Support in Focus

A look at the Most Obvious Trend in the Bond Market

A look at the bond markets and trends to play.

What to Watch in Economics for the Week Ahead

Important factors to consider in economics for the week ahead…

Central Bank Decisions

The bar was set pretty high for the BOJ coming into yesterday’s meeting. Investors were expecting a lot of additional monetary easing, but seeing as the yen had already declined significantly, most assumed that the “dovish” results of the meeting were priced in. They were wrong.

Don’t Forget About the DOW

Interestingly, the Dow was a big outperformer on the day (up .76%), and usually when that happens there is one stock that is up several percentage points that skews the average.  Interestingly, that was not the case on Monday, as the strength in the Dow was evenly spread across many of the index components (TRV, […]

Steepening Yield Curve a Bullish Sign for Bank Stocks

As you probably know, the banking sector has been one of the best performing of the year (up 28% year to date). I think it’s safe to say that the banks have probably become a bit overbought here, and that a correction of some sort is due. So, if you’re not already long the banks, […]