SubscribeSign inShare this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailAug 30, 2020Share this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailTHIS IS NOT INVESTMENT ADVICE. Please speak with a registered investment advisor or other qualified financial professional before making any investment decisions.The dog days of summer are here but third quarter GDP probably received a significant boost this past week from a combination of the housing market and durable goods orders. The most important news of the week, however, was the Fed’s...…SubscribeSign inShare this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailAug 30, 2020Share this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailTHIS IS NOT INVESTMENT ADVICE. Please speak with a registered investment advisor or other qualified financial professional before making any investment decisions.The dog days of summer are here but third quarter GDP probably received a significant boost this past week from a combination of the housing market and durable goods orders. The most important news of the week, however, was the Fed’s...WW…

SubscribeSign inShare this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailAug 23, 2020Share this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailTHIS IS NOT INVESTMENT ADVICE. Please speak with a registered investment advisor or other qualified financial professional before making any investment decisions.A few big retailers reported this week - Wal Mart, Home Depot, Target, Lowe’s - and all of them beat consensus estimates by a healthy spread. Notable was the growth in online sales which pretty much doubled for each of the companies as...…SubscribeSign inShare this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailAug 23, 2020Share this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailTHIS IS NOT INVESTMENT ADVICE. Please speak with a registered investment advisor or other qualified financial professional before making any investment decisions.A few big retailers reported this week - Wal Mart, Home Depot, Target, Lowe’s - and all of them beat consensus estimates by a healthy spread. Notable was the growth in online sales which pretty much doubled for each of the companies as...WW…

SubscribeSign inShare this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailAug 16, 2020Share this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailTHIS IS NOT INVESTMENT ADVICEPlease speak with a registered investment advisor or other qualified financial professional before making any investment decisions.If you asked me to identify the single most important factor that caused people to underestimate the power of the economic rebound and the power of the stock market rebound that we’ve seen so far, I would point to the unprecedented amount of...…SubscribeSign inShare this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailAug 16, 2020Share this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailTHIS IS NOT INVESTMENT ADVICEPlease speak with a registered investment advisor or other qualified financial professional before making any investment decisions.If you asked me to identify the single most important factor that caused people to underestimate the power of the economic rebound and the power of the stock market rebound that we’ve seen so far, I would point to the unprecedented amount of...WW…

SubscribeSign inShare this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailAug 9, 2020Share this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailTHIS IS NOT INVESTMENT ADVICE. Please speak with a registered investment advisor or other qualified financial professional before making any investment decisions.While global economic activity remains weak relative to pre-virus levels, data and high frequency indicators continue to rebound strongly. Levels of risk assets suggest a sustained recovery while sentiment measures and barometers of...…SubscribeSign inShare this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailAug 9, 2020Share this postWeekly Macro Summarywww.weeklymacro.comCopy linkTwitterFacebookEmailTHIS IS NOT INVESTMENT ADVICE. Please speak with a registered investment advisor or other qualified financial professional before making any investment decisions.While global economic activity remains weak relative to pre-virus levels, data and high frequency indicators continue to rebound strongly. Levels of risk assets suggest a sustained recovery while sentiment measures and barometers of...WW…