Mon - Fri 8:00am-4:45pm (216) 771-3450
Mon - Fri 8:00am-4:45pm (216) 771-3450

Weekly Market Minute

Consumer data continues to improve and reinforce the ongoing trend of accelerating economic and inflation data that has been reported for the last several weeks.

Consumer data in the U.S. continues to make steady progress as improving labor market data supports incomes and confidence, which...
Read More

Economic growth and inflation data continue to improve, which is leading a rise in equity and commodity prices and a decline in volatility.

Economic data was light this week but continued to point to increasing economic growth and inflation.  The Conference Board’s Leading...
Read More

Recent inflation and consumer data have been strong, continuing the streak of positive economic data, but some market signals have shifted.

Economic data from the month of March continues to be strong while the market signal trends in April have shifted...
Read More

As March economic data continues to be released, the data suggests that economic growth and inflation will increase in Q2 2021.

Our recent posts have been aimed at determining if the weakness in economic data from February and the decline in...
Read More

Inflation rates, as well as assets linked to inflation, are increasing, but future indicators suggest that this will likely only be temporary.

In prior posts, we noted that inflation indicators and assets that are positively correlated to inflation have been increasing.  In...
Read More

Value has been outperforming Growth. However, we believe the more important message in recent performance trends is cyclicals versus defensives.

We have been highlighting the weakness in momentum and large cap technology stocks.  This has led to financial media coverage...
Read More
1 2 3 16

Leave us your information

and we will get back to you.