Category Archives: Market Review
The recent stream of data indicates everything is good enough for the Fed to proceed as planned with a rate-hike in December, said Michael Gapen, Chief US Economist. Although the latest inflation report came in softer than many had expected, … Continue reading
One Man’s Opinion: Will A Stronger Dollar And Higher Interest Rates Trigger A Correction In US Equities?
Investors may not have realized but something interesting happened in the third quarter of 2015; corporate earnings declined year-over-year in the July-September quarter for the first time since July 2009. While one quarter doesn’t show a trend, earnings quality going … Continue reading
The Fed is expected to hike rates in December as the stars have aligned over the past few weeks: the Fedspeak, the economic data and markets are all priced-in and well anticipated and nobody would be surprised, said John Bellows … Continue reading
One Man’s Opinion: Will Negative Reports Before The December Fed Meeting Derail A Rate-Hike This Year?
The latest non-farm payroll report has come as a relief for most market observers and makes Federal Reserve chair Janet Yellen’s job easier, said Diana Swonk, chief economist at Mesirow Financial. The 271,000 job additions in October not only dramatically … Continue reading
The latest headline gross domestic product number might be disappointing, but beyond the visible decline there is positive story as consumer spending was robust and businesses were still investing – albeit at a slower pace than what was witnessed in … Continue reading
The earnings estimate from US companies have been quite encouraging though a relatively small number of S&P 500 companies have reported their results thus far, said Luke Tilley, chief economist at Wilmington Trust. While revenues have failed to meet expectations, … Continue reading