Tags: oil

Uncertain Economy and Uncertain Fed

October 13th, 2015
in contributors

In February when we wrote the March 2015 Macro Strategy Review (MSR), we predicted that there would be very little acceleration in average hourly earnings in coming months from the 2.2% annual increase that had prevailed since the spring of 2010. more »

Macro Strategy Review for June 2015

June 16th, 2015
in contributors

The U.S. Commerce Department first estimated that first quarter gross domestic product (GDP) grew 0.2%, but this did not include March trade data as the information was not yet available.In March, the trade deficit rose to $51.4 billion from $35.9 billion in February primarily due to more »

The Week Ahead: Will Earnings "Recess"?

April 12th, 2015
in contributors

by Jeff Miller, A Dash of Insight Despite a full slate of economic news and data, I expect earnings season to command special attention in the week ahead. For the first time since the Great Recession it is possible that corporate earnings will contract… more »

The Art of Self-Levitation

March 16th, 2015
in contributors

The major Indexes have been moving stair-steps lower, like a "Slinky," to a landing place and a bounce. The declines have been in five waves at multiple small degrees of trend, which is evidence (but not incontrovertible proof) that the larger trend is Down. Since we appear to have more »

The Week Ahead: Will Housing Boost the Economy?

February 22nd, 2015
in contributors

by Jeff Miller, A Dash of Insight The economic calendar includes much more housing data than we normally see in a single week. With Fed Chair Yellen's Congressional testimony and the GDP revisions also on tap, I expect many observers to be linking thes… more »

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