Excerpt from Bloomberg quoting DataTrek co-founder Nick Colas: …. “Fast-forward to now, and no such housecleaning has occurred. Instead, loath to create disruption, the keepers of the benchmark exhibited patience, waiting to see how the...
The US travel and leisure industry are in for a tough Holiday 2020 as virus cases rise and Americans stay closer to home as a result. The American Automobile Association (AAA) is out with their latest annual forecasts for Thanksgiving this...
Two issues to discuss with you: #1: Today’s US Retail Sales report was a touch disappointing, so let’s talk about it. Of all the topics Jessica and I discuss every day in preparing these notes for you, we’re spending by far the most time...
Excerpt from Business Insider quoting DataTrek’s Nick Colas: …. “But this time around, it could just be one year for corporations to hit new records in profits. “Start with a solid base of corporate earnings in Q3 2020, add...
Today we’d like to refresh/update several data points we’ve been showing you in recent months and see what they have to say about current market and economic conditions: #1: The difference between 3-month and 10-year Treasury yields, which is...
As mentioned in “Markets” today, we want to take a deep dive into Wall Street’s S&P 500 profit projections for 2021 in Data. Three points here, using FactSet’s weekly Earnings Insight report for the Street’s out-year expectations...
