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Retail Sales: Two Ways to Look at the Same Data

The U.S. retail sales report for the month of May came out Tuesday. The topline figure increased a staggering 17.7%...

Consumer comfort climbs higher

The Bloomberg weekly Consumer Comfort Index is a national survey that asks Americans about the overall economy, their own personal...

A Turning Point for Value Stocks?

As we’ve highlighted in recent weeks, growth has significantly outperformed value this year, as investors have tended to favor companies...

Different places reopening at different paces

Year-over-year (YoY) dinner reservation data from OpenTable shows just how widely the pace of reopening in the U.S. varies by...

Low Global Short-Term Interest Rates Good for Growth, Bad for Income?

This week’s big number is -1.33% —  the cumulative change in global short term interest rates, as set by each...

Equities Slip On Sour Sentiment Last Week

Equities ended the week lower last week. Emerging markets outperformed (MXEF -1.1%) due to stability in Asia, while international developed...

Small Business Outlook Improves

Is there a glimmer of hope among small businesses? The results of the NFIB Small Business Optimism Survey for April...

Markets & The Economy: Telling Two Different Stories?

Equities had a good week last week, shaking off the negativity from the end of the week prior and closing...

Fed Funds Rate Expectations for Hikes in 2009 vs. Now

Now that the Federal Reserve has reached 0% for its target rate, we thought it would be interesting to look...

Market Driven By Sentiment Amid Murky Outlook

Last week showed just how sentiment-driven markets can be when the outlook is this murky. In a week when almost...

Lots of Inventory to Work Down Before Production Picks Up

Just how deep is the current slowdown? And how long before we work our way out of it? The Institute...

Equities down slightly as oil collapses, credit spreads widen

Equities couldn’t make it a three-peat last week, falling 1.6% (MXWD) at the global level. But as has been the...

Coming Off Equity Bottom, Growth Continues to Beat Value

This week’s big number? 14.1% — the year-to-date total return spread between growth and value stocks, as represented by the...

Equities gain as crude oil nears collapse

Equities added to their recent gains, following their historic rally two weeks ago. U.S. markets led, with the S&P 500...

Equities Rally On Possible Signs of Virus Slowing

Equities rebounded last week, with the U.S. market leading, up 12.1% (SPX). Foreign markets lagged, with International Developed up 8.1%...

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