With the release of this morning’s report on February Personal Incomes and Outlays, we can now take a closer look at “Real” Disposable Personal Income Per Capita. At two decimal places, the nominal 0.32% month-over-month change in disposable income was trimmed
March 29, 2018
Some good cyclical observations in this clip from Monday. A caveat though: while it’s true the US dollar has weakened year to date against the Euro, Pound and Yen, it has gained on commodity exporters like Canada and Australia as
Economic data in the US and abroad slowed in March. We believe this is the pause that refreshes. Manufacturing capacity and supply chain constraints have become too extreme for production to meet demand. Limited labor and material supplies continue to elevate
The May natural gas contract rallied a bit over a percent today, even as EIA data disappointed bulls. Much of this occurred overnight, with bullish weather model runs confirming sustained cold in early April. This was reflected in the GWDD
Nordson Corporation (NDSN) has a dividend track record that few companies can rival. The company has increased its cash dividend for 54 consecutive years, making it one of just 14 such entities in the entire market with a dividend increase
The University of Michigan Final Consumer Sentiment for March came in at 101.7, up 1.7 from the February Final reading of 99.7. Investing.com had forecast 101.9. Surveys of Consumers chief economist, Richard Curtin, makes the following comments: Consumer sentiment at month’s end
Video Length: 00:05:15 This week I discuss Microsoft (MSFT – Free Report), and Lockheed Martin (LMT – Free Report) both of which have recently received positive long-term growth catalyst news. While each has done well as of late, these new drivers are expected to influence both top and
Stocks managed to end the first quarter in very quiet trading with an afternoon rally. Oh, well done. Gold, silver, and the US Dollar were largely unchanged. Bloomberg says that the Treasury Yield curve is the flattest it has been
“There can be little doubt that the introduction of the yuan-denominated oil future has been a major strategic step for China” Trading in the new Shanghai oil future commenced last Monday, and on the first three days trading there were
I am amazed at all the punditry happening this month as the stock market does exactly what the stock market should do. That is, make as many people as uncomfortable as possible. That means all rules still apply. Sure, maybe
