Weekly CEO News from Richard Ingram
January 26, 2018

The Advance Report on Manufacturers’ Shipments, Inventories, and Orders released today gives us a first look at the latest durable goods numbers. Here is the Bureau’s summary on new orders: New orders for manufactured durable goods in December increased $7.0

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Unlike yesterday, today the entire 2018 natural gas strip moved in tandem, rallying higher. February and March alternated between leading the move higher, with February spiking early in the afternoon and plummeting into settlement as February contract options expired. Even

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We are officially in the busy stretch of Q4 earnings season, and so far, investors have been pleased with the results from Wall Street’s favorite firms. Things are only just starting to kick off for the technology sector, but in

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FX Talking Points: AUD/USD Rate Outlook Hinges on Australia 4Q Consumer Price Index (CPI). USD/JPY Bearish Momentum Gathers Pace Ahead of FOMC Meeting. AUD/USD remains bid going into the end of January, with the pair at risk of extending the advance from late last

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Note: The charts in this commentary have been updated to include the Q4 2017 Advance Estimate released this morning. The chart below is a way to visualize real GDP change since 2007. It uses a stacked column chart to segment the

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The personal savings rate fell to 2.6% in the 4th quarter. The all-time low rate 2.2% in 2005. What’s going on? The Wall Street Journal says Consumers Can’t Keep Driving the Economy. Gross domestic product grew at 2.6% annual rate in

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Earlier this week, we brought you “‘Vol Up, Spot Up’: This Hasn’t Happened In 20 Years“. In that post, we highlighted the latest from Goldman’s Rocky Fishman who observed that recently, we witnessed the first case of the S&P returning

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Shares of the “big three” U.S. game makers were all trading higher after a Credit Suisse analyst raised his price targets on their stocks, saying he expects incremental steps for the mobile-driven globalization of the game makers’ “best content.” Mobile

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This morning we got the advanced Q4 GDP estimate, which saw the growth rate for Gross Domestic Product come in weaker than consensus estimates, a surprise to no one who regularly reads our work. Yesterday, the Atlanta Fed’s GDPNow model

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