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Homebuilders are feeling very confident. China is cutting rates. The upward trend continues. [Read More]
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While earnings growth is soft, other long-leading indicators are positive. The leading indicators are mostly positive; there is some softness in hours worked an... [Read More]
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International data is modestly soft. There was little US data this week.  But what we did get was positive. For a third week in a... [Read More]
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According to the Philadelphia Fed, we can expect further growth in the next 3-6 months. Fed President Harker recently argued that the economy is in... [Read More]
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The Fed is probably done cutting rates for now. Money has been flowing into the EU during the last three weeks. The markets continue to... [Read More]
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