EUROPEAN HEAD FAKE?

January 20th Weekly Market Update European Central Bank (ECB) is likely to announce a quantitative easing (QE) program involving European sovereign bond purchases at its upcoming policy meeting on January 22, 2015. WHAT WE ARE WATCHING -Economic Growth -Inflation...

THE BRIGHT SIDE OF CHEAP OIL

January 12th Weekly Market Update Earnings season is here and, as we wrote in our earnings preview last week (“A Tale of Two Earnings Seasons”), low oil prices and the energy sector will be the market’s main focus. Energy companies begin to report earnings this week,...

A TALE OF TWO EARNINGS SEASONS

January 5th Weekly Market Update The fourth quarter of 2014 will be a tale of two earnings seasons: the best of times and the worst of times. Companies that benefit from lower energy prices should generally report positive results and have mostly optimistic comments...

10 Stock Market Questions for 2015

December 22nd Weekly Market Update With 2015 almost here, this week we pose and respond to 10 key stock market questions for 2015. Look for more on these and other topics throughout the year. We bring 2014 to a close with this Weekly Market Commentary. Look for our...

Will Shoppers Bring Holiday Cheer for Markets?

December 15th Weekly Market Update We think the holiday shopping season may bring some holiday cheer for the markets this year. The U.S. consumer is in good shape, the season got off to a strong start, and the stock market has performed well. Even after last week’s...