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While it's still too early to tell, it's possible that we're seeing a bottom in some economic data. Overall, the US news was modestly bullish... [Read More]
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The leading indicators are improving; the labor market is stronger, credit is a bit easier. Industrial production is still weak; retail sales have rebounded. I'... [Read More]
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The latest Chinese economic data was positive. The latest industrial production report was a bit weak. The small-caps sold-off sharply today. [Read More]
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In a recent speech, Fed President Rosengren noted that the Fed is more likely to encounter deflation instead of inflation. The Dallas Fed argues that... [Read More]
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International equity markets are signaling growth in the next 6-12 months. Zacks is projecting weaker earnings growth. Once again, the small-caps underperformed... [Read More]
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