The Week Ahead | 05/03/2021
The U.S. economy, as measured by real GDP, accelerated in 1Q21, recording an annualized increase of 6.4%. Almost a year removed from the 2Q20 contraction of -31.4%, it is clear…
The Week Ahead | 04/26/2021
Happy Monday. Good Luck out there this week. Global Spotlight A Chinese space launch. China is expected to launch the core module Tianhe-1 of the Tiangong orbital space station around April…
The Week Ahead | 04/19/2021
Doug Kass recently shared this staggering chart. It shows the inflows to stock funds since November exceed the total inflows of the last 12 years. Doug points out that one of…
The Week Ahead | 04/12/2021
Recent economic data are showing signs that the U.S. is recovering more quickly from the pandemic than expected. Nowhere is that more notable than in last week’s PMI numbers.…
The Week Ahead | 04/05/2021
Last week, the Biden administration unveiled the details of its massive, 2-phase infrastructure package. The first phase will include $2.25 trillion in infrastructure spending, primarily focusing on traditional infrastructure, R&D,…
The Week Ahead | 03/29/2021
The U.S. government, under both the Trump and Biden Administrations, has provided unprecedented fiscal stimulus to help Americans weather the economic disruption from the coronavirus pandemic. however, the recent $1.9…
The Week Ahead | 03/22/2021
At last week’s FOMC meeting, the Fed reinforced its accommodative policy stance through a fresh set of interest rate and economic projections. The committee maintained the federal funds rate target…
The Week Ahead | 3/8/2021
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XLE: How’s Your Energy?
We have been bullish on the energy sector, particularly the oil & gas space. That turned out to be a reasonably decent call in a world where go-go tech stocks…
The Week Ahead | 3/01/2021
Happy Monday. Good Luck out there this week. Global Spotlight The next round of recently restarted exploratory talks between Turkey and Greece. The recent deployment of the Cesme exploratory vessel into…