Flagship Blog
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,...
DON’T FRET ABOUT JANUARY EFFECT
February 2nd Weekly Market Update The stock market declined in January 2015, causing some to ask whether the so-called January effect (or what some call the January barometer) means that stocks will fall this year. One of the best known Wall Street adages, “as January...
NO DEFLATING THE U.S. DOLLAR
January 26th Weekly Market Update Unlike the footballs that the New England Patriots used in the AFC Championship game against the Indianapolis Colts, the U.S. dollar has remained well inflated. The dollar, which has been trending higher for nearly four years now,...
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,...
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