What’s Ailing Stocks?

What’s Ailing Stocks?
While a U.S. government shutdown is looming on October 1, it is not likely the cause of the weakness in the S&P 500. Instead, our woes stem from the sharp rise in the after-inflation expectations yields since they provide a more potent competitor to stocks.

The Economic and Market Impacts Of A Government Shutdown

The Economic And Market Impacts Of A Government Shutdown
The combination of time growing short and the political climate is conspiring to make a government shutdown on October 1 the most likely outcome. While a shutdown causes numerous disruptions, it doesn’t rise to the level of a possible debt default, as seen during debt ceiling standoffs.

Are Banks Still A Risk For Stocks And The Economy?

Are Banks Still A Risk For Stocks And The Economy?
By most measures, the banking system looks stable, with loans increasing and the end of the deposit flight. The concerns about recession and commercial real estate seem to have been pushed out to next year.

Has The U.S. Consumer Run Out Of Steam?

Has The U.S. Consumer Run Out Of Steam?
Retail sales on Thursday are expected to slow. With the consumer critical to the health of the overall economy, will this be the beginning of the end or the pause that refreshes?

What Does The Jobs Report Tell Us About The Economy?

What Does The Jobs Report Tell Us About The Economy?
Friday’s data indicates a softening in the job market, but questions remain about whether wage growth will slow quickly enough to avoid future Fed rate hikes. The Fed should take no action at their September meeting, but uncertainty will keep market participants scrutinizing future labor market and…