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The Tech Swoon – A Long Time Coming

Wall Street fell sharply on Thursday with the S&P 500 and Dow industrials on track for their worst daily drops in six weeks as investors continued a recent move out of technology shares. The technology sector. SPLRCT, which has led the S&P 500’s...

US economy to Federal Reserve: Take it easy

Yahoo Finance June 5, 2017 The release of the May Employment Report was disappointing for those expecting our robust employment narrative to remain intact, leading investors to question the predictability for the timeline of further Fed tightening in coming quarters....

Reality Check for Investors

Virtually all the enthusiasm that greeted President Trump’s victory in Q4 has been exhausted. The euphoria that defined our equity market performance into year end has run head on into a brick wall. We are in the midst of a reality check that is being fueled by...

FOMC, Earnings and Data Headline

US equity market posted meaningful gains at the outset of last week due in large part to the first round French election results and better than expected corporate results, particularly, from large cap tech and industrial names. The first round of the French election...

Markets Have a lot to Digest

  Any potential weakness that could potentially have materialized in equity markets on Friday was offset by several factors, including the detailed data within the report. The unemployment rate dropped to 4.5%, a 10-year low. More importantly from a monetary policy...