Flagship Blog

DOLLAR STRENGTH IS A SYMPTOM, NOT A CAUSE

March 16th Weekly Market Update The massive U.S. dollar rally has wide-ranging impacts. It hurts international stock returns generated in foreign currencies. It influences global trade and the flow of investment dollars. A strong dollar hurts corporate earnings by...

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HAPPY BIRTHDAY BULL MARKET

March 9th Weekly Market Update The current bull market, one of the most powerful in the S&P 500’s history, celebrates its sixth birthday today, March 9, 2015. The S&P 500 has more than tripled since the financial crisis closing low on March 9, 2009 (the index...

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ARE EXPECTATIONS TOO HIGH?

February 23rd Weekly Market Update Thanks to some help from the Greece agreement reached last Friday, the S&P 500 and Dow Jones Industrials Average ended last week at new record highs, while the NASDAQ has moved to within 50 points of the 5000 milestone. The...

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ENERGY SECTOR OUTLOOK: WHAT WE ARE WATCHING

February 16th Weekly Market Update No sector is getting more attention right now than energy. Market participants are attracted to the potential upside after both oil and the energy sector suffered substantial declines in recent months. Many see the sector as cheap,...

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EARNINGS SEASON HIGHLIGHTS

February 9th Weekly Market Update Despite the massive drag from the energy sector and the negative impact of a strong U.S. dollar, fourth quarter 2014 earnings are on track to exceed the prior Thomson-tracked consensus estimate of 4.2%. In fact, despite a slow start,...

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