Survey Results: Bulled Up On Low Rates

Today we have the results of our Q2 DataTrek Market Outlook Survey. First, a few background points on the survey itself: We had a total of 146 responses, entered between April …

How Fast Is The US Economy Growing?

Reliably measuring US Q1 GDP growth is, for lack of a better word, hard. For the last few years it has been much weaker than rest of the year, which seems …

The Myth Of The Cashless Economy

As much as we believe in the long-term arc of technological disruption, we are also respectful about how long these processes can take. Old habits die hard, even if newer, better …

US Equities: Is It Too Quiet Out There?

Recessionary fears. Uncertain US/China trade talks. Unsuccessful Brexit votes. Those were just three major concerns on investors’ minds last quarter, or so the financial news headlines suggested. Ultimately it didn’t weigh …

The Fed’s Wage Growth Problem

We know the US Federal Reserve has a semi-official 2% inflation target, but why? To our thinking, the idea behind that number is that: It is just enough to encourage personal …

Mapping US Equities: Q1 Review

No surprise, but at DataTrek we love old maps. On the walls in Nick’s apartment are: A tourist map of Paris from 1867, which predates now well-known sites like the Eiffel …

Q1 Money Flows: A First Take

Look at a YTD price chart for the S&P 500 or any other large global equity market and you’d think that buyers stepped in on January 4th and have been …

History Says Stay Bullish On US Stocks

Over the past couple of months we’ve given you a historically based playbook on how the US equity market would perform in Q1 after an abnormally large January return, as …