Morning Briefing: Special Report on Strong US Retail

Morning Briefing: Special Report on Strong US Retail

Morning Briefing: Special Report on Strong US Retail $WMT, $COST, $AMZN, $LOW, $URBN, $DG, $HD, $DLTR, $JWN On the world markets: World stocks rose Friday as news of plans for US-China trade talks stoked positive sentiment over their tariff dust up, DJIA finished comfortably above Key resistance at 25,500  expect a pause to refresh and the […]

Americans are Shopping, Retail Sales Up Sharply in July

Americans are Shopping, Retail Sales Up Sharply in July

Americans are Shopping, Retail Sales Up Sharply in July $M, $WMT, $COST, $AMZN Americans shopped at a healthy pace in July, buying more cars, clothes and appliances, evidence that confident consumers are helping drive strong economic growth. The US Commerce Department says retail sales rose at a 0.5% annual rate in July, after a 0.2% […]

Investors Cautious on Equities Despite Low Unemployment, Strong Growth

Investors Cautious on Equities Despite Low Unemployment, Strong Growth

Investors Cautious on Equities Despite Low Unemployment, Strong Growth Americans were less upbeat about stock even as the US unemployment rate hovered near an 18-year low and the economy recorded its fastest growth pace in four years in the second quarter, a New York Fed survey released Monday revealed. The regional Fed’s barometer on consumers’ […]

Bitmain, the Crypto Mining Giant, on Target for $10-B in Revenue this Year

Bitmain, the Crypto Mining Giant, on Target for $10-B in Revenue this Year

Bitmain, the Crypto Mining Giant, on Target for $10-B in Revenue this Year $BTCUSD TechCrunch has learned through a company fund raising overview that Beijing-based mining equipment seller Bitmain hit a quarterly revenue of approximately $2-B in Q-1 of Y 2018. Despite a slump in bitcoin prices since the beginning of the year, the company is on track […]

Global Growth Could be on the Brink of Stalling

Global Growth Could be on the Brink of Stalling Trade expansion will likely slow further in the third quarter of 2018, the World Trade Organization’s (WTO) latest World Trade Outlook Indicator (WTOI) indicated on Thursday. The most recent WTOI reading of 100.3 is below the previous value of 101.8 and just above the baseline value […]

Australian Workers Suffer as Population Explodes

Australian Workers Suffer as Population Explodes

Australian Workers Suffer as Population Explodes Australia’s population will hit a record 25 million on Tuesday, almost a decade earlier than forecast projected, as the country’s politicians flood the nation with hundreds of thousands of immigrants each year, according to latest government data. The Australian Bureau of Statistics estimates the population will reach 26 million […]

The Atlanta Fed Lifts Q-3 GDP Growth View to 5%

The Atlanta Fed Lifts Q-3 GDP Growth View to 5%

The Atlanta Fed Lifts Q-3 GDP Growth View to 5% The US economy is growing at a 5.0% annualized rate in Q-3 following the latest data on construction spending and manufacturing activity, the Atlanta Federal Reserve’s most-recent GDPNow forecast model showed. That is faster than the 4.7% pace calculated by the regional Fed’s forecast program […]

Fed’s FOMC Votes 8-0 to Leave Fed Fund’s Rate Unchanged 

Fed’s FOMC Votes 8-0 to Leave Fed Fund’s Rate Unchanged 

Fed’s FOMC Votes 8-0 to Leave Fed Fund’s Rate Unchanged $DIA, $SPY, $QQQ, $RTUX, $VXX The FOMC left the benchmark interest rate unchanged, and reiterating their plan to gradually lift borrowing costs to keep the economy expanding at a healthy pace. Economic activity has been “rising at a strong rate,” and the unemployment rate “has […]

President Trump’s Policies Restore Economic Prosperity

President Trump’s Policies Restore Economic Prosperity

President Trump’s Policies Restore Economic Prosperity After about 19 months in the Oval Office, US President Donald Trump’s economic policies have begun to return the US to real economic prosperity. The U.S. Bureau of Economic Analysis (BEA) announced that in Q-2 of this year GDP grew at a 4.1% annual rate. It has been 13 years since […]

Strong US Economic Growth Is Sustainable

Strong US Economic Growth Is Sustainable

Strong US Economic Growth Is Sustainable $DIA, $SPY, $QQQ, $RUTX, $VXX Friday, the White House chief economic adviser Larry Kudlow said strong economic growth is sustainable and will continue. President Donald Trump hailed the 4.1% Q-2 growth rate as proof that “we’ve accomplished an economic turnaround of historic proportion.” “I don’t think this is the end of […]

President Trump Hails the “Amazing” 4.1% Q-2 Economic Growth Rate

President Trump Hails the “Amazing” 4.1% Q-2 Economic Growth Rate

President Trump Hails the “Amazing” 4.1% Q-2 Economic Growth Rate “the President’s policies are working,and not just on the top line, but in the details” Friday from the White House, US President Donald Trump hailed the “amazing” 4.1% Q-2 GDP rate, as the fastest pace since Y 2014, as proof that “we’ve accomplished an economic […]

 US Q-2 GDP Figure Will Be ‘Big’

 US Q-2 GDP Figure Will Be ‘Big’

 US Q-2 GDP Figure Will Be ‘Big’ $DIA, $GM  June Advance International Trade in Goods (actual -$68.30-B, consensus -$66.70-B) Advance Wholesale Inventories (actual 0.0%; prior 0.4%) June Durable Orders (actual 1.0% consensus 3.2%; prior -0.3%) June Durable Goods -ex trans (actual 0.4% consensus 0.4%; prior 0.3% White House economic adviser Larry Kudlow said Friday’s GDP release will reflect “big” […]

The US Economy, ‘Nothing Succeeds Like Success’

The US Economy, ‘Nothing Succeeds Like Success’

The US Economy, ‘Nothing Succeeds Like Success’ White House economic adviser Larry Kudlow said Wednesday that “there’s no recession in sight” for the American economy and that President Donald Trump “is on the right track” with his economic agenda. “There’s no recession in sight,” Mr. Kudlow said. “The American economy is in very good shape,” […]

Atlanta Fed Lifts Q-2 GDP View to 4.1%

Atlanta Fed Lifts Q-2 GDP View to 4.1%

Atlanta Fed Lifts Q-2 GDP View to 4.1% The US economy is growing at a 4.1% annualized rate in Q-2 following the latest data on consumer spending, the Atlanta Federal Reserve’s GDPNow forecast model showed Monday. The latest estimate on gross domestic product growth was slower than the 3.7 percent pace estimated Friday, the Atlanta Fed said. […]

Illegal Immigration Crushes American’s Wages

Illegal Immigration Crushes American’s Wages

Illegal Immigration Crushes American’s Wages In the latest Harvard/Harris Poll, about 48% of Americans say increased illegal immigration to the US reduces wages for workers, agreeing with decades of data that indicates mass immigration’s crushing impact on Americans’ wages. Just 10% of Americans say illegal immigration increases US wages while 42% say illegal immigration does not […]

President Donald Trump: the Right Man, at the Right Time

President Donald Trump: the Right Man, at the Right Time

President Donald Trump: the Right Man, at the Right Time Promises Made, Promises Kept, Laser Focused on Making America Great Again A Supreme Court vacancy just opened, another, perhaps 2 coming, offering President Trump the unique opportunity to shape the court for decades. The current court handed him 2 favorable rulings this week alone. There’s […]

China Already Feeling the Pain from President Trump on Trade

China Already Feeling the Pain from President Trump on Trade

China Already Feeling the Pain from President Trump on Trade China’s manufacturing activity decelerated in June as US-Chinese trade tensions added to concern the economy is cooling due to tighter government controls on lending, a survey showed Saturday. The National Statistics Bureau’s (NBS) purchasing managers’ index declined to 51.5 from May’s 51.9 on a 100-point […]

Ferrari’s (NYSE:RACE) Stock Dip a Buying Opportunity

Ferrari’s (NYSE:RACE) Stock Dip a Buying Opportunity

Ferrari’s (NYSE:RACE) Stock Dip a Buying Opportunity $RACE Ferrari (NYSE:RACE) stock price has seen strong growth since July 2016. There are just a hand full of analysts covering the world’s #1 automotive brand stock, and it rightfully commands a luxury Price/Earings ratio in the 40’s plus pays a dividend conferring on the iconic Italian supercar […]

President Trump “Halted America’s Downward Spiral”

President Trump “Halted America’s Downward Spiral”

President Trump “Halted America’s Downward Spiral” It is distasteful to return to my exchange with my esteemed NRO colleague Jonah Goldberg about the column he wrote several weeks ago likening President Trump’s reference to the implantation of FBI informers in his campaign as “Spygate” to McCarthyism. He replied on June 6, citing some of what I had written, […]

ASEAN to Grow as China Boosts Imports

ASEAN to Grow as China Boosts Imports

ASEAN to Grow as China Boosts Imports China has reassured the world that its stance on encouraging imports will not change, a major development strategy that will not only help domestic industrial upgrades but also stimulate global economic growth. A slew of incentives will be taken to further boost imports, the State Council, China’s cabinet, […]

US Economy Growing at 4.8% Annual Rate

US Economy Growing at 4.8% Annual Rate

US Economy Growing at 4.8% Annual Rate The US economy is growing at a 4.8% annualized rate in Q-2, the Atlanta Federal Reserve’s GDPNow forecast model showed Thursday, following data that showed domestic retail sales grew at its strongest pace in 6 months in May. The latest estimate on gross domestic product growth was faster […]

The Trump Effect Has Made the US #1 in the World

The Trump Effect Has Made the US #1 in the World

The Trump Effect Has Made the US #1 in the World The Europeans  want Utopia. They may our allies but they fear, envy, and hate US prowess. They embrace the UN International Court of Justice, the WTO, and such instrutions. EU foreign policy is aimed at ‘mulitlateralising’ the US, constraining it to paralysis with the […]

President Trump’s Tough Talk Driving US Stock Market

President Trump’s Tough Talk Driving US Stock Market

President Trump’s Tough Talk Driving US Stock Market $DIA, $SPY, $QQQ, $RUTX, $VXX Fears of a trade war is giving boost to some of the smallest companies in the market as well as some of the biggest technology companies. For over 3 months, investors have focused on US negotiations with trading partners including China, Europe, […]

President Trump is Responsible for Strong US Economy

President Trump is Responsible for Strong US Economy

President Trump is Responsible for Strong US Economy The liberal smart set was and is wrong Mr. Hussein Obama gets no credit for this economy, his policies were abandoned and shredded by President Trump. Economists Stephen Moore and Arthur Laffer wrote in The Wall Street Journal Friday that President Donald Trump deserves credit for the economy’s improvement, […]

The US is Now the World’s Fastest Growing Economy, Nice, Yes?

The US is Now the World’s Fastest Growing Economy, Nice, Yes?

The US is Now the World’s Fastest Growing Economy, Nice, Yes? $DIA, $SPY, $QQQ, $RUTX The US economy, the fastest growing among industrialized nations, is on the path to even greater prosperity under President Donald Trump according to White House economic adviser Larry Kudlow. “The United States now has the fastest growing economy in the world, […]

NASDAQ Marks Another All Time High

NASDAQ Marks Another All Time High

NASDAQ Marks Another All Time High $DIA, $SPY, $QQQ, $RUTX, $VXX Tuesday as investors were encouraged by US economic data, driving the NASDAQ to finish at another at record high for the 2nd day running, as the technology and consumer discretionary sectors outpreformed Investors remain a bit wary about trade discussions, with Mexico imposing tariffs […]

Living in the Trump Era of Optimism, Prosperity and Strong Economic Growth

Living in the Trump Era of Optimism, Prosperity and Strong Economic Growth

Living in the Trump Era of Optimism, Prosperity and Strong Economic Growth $DIA, $SPY, $QQQ Just in case you missed this at the weekend, and remember Optimism leads to Power! Friday’s blockbuster NFPs (jobs) data capped a long string of recent strong economic reports which has led to much brighter forecasts for American growth under […]

President Trump is Breaking Economic Records, This is a Prosperity Era.

President Trump is Breaking Economic Records, This is a Prosperity Era.

President Trump is Breaking Economic Records, This is a Prosperity Era. $DIA, $SPY, $QQQ, $RTUX, $VXX Friday, President Donald Trump’s chief economic adviser says blockbuster unemployment data is only a sign of the robust economic growth awaiting America. “I believe we’ve entered into the longest largest prosperity in a couple of decades. I know it’s early […]

The Trump Effect: US Companies Seen Investing More

The Trump Effect: US Companies Seen Investing More

The Trump Effect: US Companies Seen Investing More $DIA, $SPY, $QQQ, $RUTX, $AAPL US companies are seen investing more of the money saved from sweeping Trump tax cuts into businesses later this year, perhaps even surpassing a jump in Q-1 capital expenditure that was the highest in nearly 7 years. Higher spending on technology, equipment […]

US Unemployment Rolls Smallest in 45 Years

US Unemployment Rolls Smallest in 45 Years

US Unemployment Rolls Smallest in 45 Years $DIA, $SPY, $QQQ, $VXX Thursday, the US economic data showed an acceleration in mid-Atlantic factory activity this month, with manufacturers saying they were boosting employment and asking for higher prices for their products. The combination of a tightening labor market and firming inflation bolsters expectations the Fed will […]

China’s Industrial Growth Tops Analysts Expectations

China’s Industrial Growth Tops Analysts Expectations

China’s Industrial Growth Tops Analysts Expectations China’s industrial output grew 7.0% in April from a year earlier, much more than expected, but fixed-asset investment growth slowed to 7.0% in the 1st 4 months, below forecasts, official data showed Tuesday. Analysts polled by Reuters had predicted industrial output growth would rise to 6.3%, bouncing back from […]

President Trump’s Economic Agenda

President Trump’s Economic Agenda

President Trump’s Economic Agenda The Trump Administration has outlined big economic agenda items at focus on a stable USD, robust American growth and fair trade. Larry  Kudlow, the Wall Street economist who is now the director of the White House’s National Economic Council and is advising our President Mr. Kudlow said he is trying to […]

President Trump’s Tax Reform Shines Up Small and Mid-Cap’s Earnings

President Trump’s Tax Reform Shines Up Small and Mid-Cap’s Earnings

President Trump’s Tax Reform Shines Up Small and Mid-Cap’s Earnings $DIA, $SPY, $QQQ,  $RUT, $VXX The Trump led corporate tax cut is helping turn the shares of smaller publicly-traded companies in the United States into an unexpected source of stability. The shares of small and mid-cap companies in the Russell 2000 (RUT) index are more […]

JOLTS Spike, Wage Growth and Inflation Ahead

JOLTS Spike, Wage Growth and Inflation Ahead

JOLTS Spike, Wage Growth and Inflation Ahead $DIA, $SPY, $QQQ, $VXX US job openings aka JOLTS rose to a record high in March, suggesting that a recent slowdown in hiring was probably the result of employers having difficulties finding qualified workers. The monthly Job Openings and Labor Turnover Survey, or JOLTS, released by the Labor Department […]

The Trump Expansion Continues to Deliver Jobs

The Trump Expansion Continues to Deliver Jobs

The Trump Expansion Continues to Deliver Jobs The US economy has delivered steady, modest gains for most Americans since the Great Recession ended in Y 2009. President Trump’s policies have extended what is now the 2nd-longest economic expansionon record and why more of the country might soon benefit from higher pay. The government said Friday […]

The US Stock Market Remains in Consolidation Mode

The US Stock Market Remains in Consolidation Mode

The US Stock Market Remains in Consolidation Mode $DIA, $SPY, $QQQ, $VXX, $USO The Bull has paused to refresh Fundamentals are Strong Interest rates are low Some pundits are saying that the world markets entered Y 2018 speculating that the most synchronized global economic expansion in a decade was going to get to Hot, but […]

US Economic Growth ‘Robust’ and On Track

US Economic Growth ‘Robust’ and On Track

US Economic Growth ‘Robust’ and On Track Strong business borrowing, rising consumer spending, plus tight labor markets indicate the US economy remains on track for continued growth, the Fed reported Wednesday, the risks of a global trade war the only outlier. In its periodic “Beige Book” summary of contacts with businesses in its 12 regional districts, the […]

Wall Street Banks See US Economy Growing to 4%, Not Collapsing

Wall Street Banks See US Economy Growing to 4%, Not Collapsing

Wall Street Banks See US Economy Growing to 4%, Not Collapsing $GS, $MS, $DB, $BAC, $HSBC, $JPM US Economy Continues to Boom under President Trump The International Monetary Fund (IMF) conducts its semi-annual health check of the world economy this week with investors worried that global growth is starting to fade after accelerating the most […]

Investors Rotating Leadership from QE ‘Winners’ to QE ‘Losers’

Investors Rotating Leadership from QE ‘Winners’ to QE ‘Losers’

Investors Rotating Leadership form QE ‘Winners’ to QE ‘Losers’ $DIA, $SPY, $QQQ, $VXX Analysts are expecting investors will shift their holdings as the realization sinks in that the Fed is committed to raising interest rates until a major event compels the central bank to reverse course. That means investments that had strong gains during a […]

The Costs of a Full Blown Trade War, Should One Happen

The Costs of a Full Blown Trade War, Should One Happen

The Costs of a Full Blown Trade War, Should One Happen The US and China have announced tariffs on each other’s goods recently, and have threatened to impose more. Assuming they take effect, the tariffs that China has announced so far on American goods will focus on agricultural products, automobiles, aircraft and chemicals. Although exports […]

Healthy Economy, Strong Earnings Will Drive Stock Market North

Healthy Economy, Strong Earnings Will Drive Stock Market North

Healthy Economy, Strong Earnings Will Drive Stock Market North $DIA, $SPY, $QQQ Soon the stock market will reflect the economy, and all systems are on Go. March Private Sector Jobs, Non-Manufacturing Activity and Help Wanted OnLine ADP: 241,000; Goods: 65,000/ ISM (Non-Man.): -0.7 point; Orders: -5.3 points/ HWOL: up 102,100 The Institute for Supply Management’s […]

Look at the US Economic Reports Going into Earnings Season

Look at the US Economic Reports Going into Earnings Season

Look at the US Economic Reports Going into Earnings Season $DIA, $SPY, $QQQ Economic Growth and Investment The latest industrial production report was much better than expected and positive on multiple levels. Overall production was up 1.1% while the manufacturing component was up 1.2%. Probably more importantly, the improvement in manufacturing was centered on business […]

US Economy Strong in Q-4

US Economy Strong in Q-4

US Economy Strong in Q-4 Consumer spending on goods also saw its biggest Quarterly bounce in more than 11 years after an upward revision to 7.8% growth. The US economy grew significantly faster at the end of Y 2017 than previously reported, with revised data showing stronger consumer spending and business investment, the government reported […]

Key US Econ Data: Inflation Tame, Job Growth Strong

Key US Econ Data: Inflation Tame, Job Growth Strong

Key US Econ Data: Inflation Tame, Job Growth Strong $DIA, $SPY, $QQQ, $VXX Even with strong job gains and optimistic small business owners, inflation still at reasonable marks February Consumer Prices, Real Earnings and Small Business Optimism CPI: +0.2%; Over-Year: +2.2%; Less Food and Energy: +0.2%; Over-Year: +1.8%/ Hourly Earnings (Monthly): 0%; Over-Year: +0.4%/ NFIB: […]

China Can ‘Open Up’ More, We Expect it Will

China Can ‘Open Up’ More, We Expect it Will

China Can ‘Open Up’ More, We Expect it Will People’s Bank of China (PBoC) Governor Zhou Xiaochuan, 70 anni, said market access reforms should be accelerated and that the world’s 2nd-largest economy “ can be bolder in opening up.” Policy makers are now focused on achieving “quality” growth, rather than the pace of expansion, which […]

Seeing US GDP for Q-4 Being Revised Upward

Seeing US GDP for Q-4 Being Revised Upward

Seeing US GDP for Q-4 Being Revised Upward US economic growth for Q-4 Y 2017 is likely to be revised upward after data Thursday indicated more spending on services than previously estimated by the government. The Commerce Department’s quarterly services survey, or QSS, added to December data on construction spending and manufacturers inventories in suggesting that gross […]

‘Like it or Not,’ President Trump Tax Cuts to Boost Economic Growth

‘Like it or Not,’ President Trump Tax Cuts to Boost Economic Growth

‘Like it or Not,’ President Trump’s Tax Cuts to Boost Economic Growth $DIA, $SPY, $QQQ, $VXX Ken Langone, the founder of Home Depot (NYSE:HD) says whether or not you are a supporter of President Donald Trump, his landmark tax-cut strategy will ultimately truly help “Make America Great Again” on every financial and economic level. “It’s […]

‘Things Continue to Look Up’ for US Economy

‘Things Continue to Look Up’ for US Economy

‘Things Continue to Look Up’ for US Economy $DIA, $SPY, $QQQ, $VXX The Fed is carefully raising interest rates against a growing economic background that has cheered up conditions for the nation’s lenders, said Federal Reserve Bank of Atlanta President Raphael Bostic. After years of emergency-era monetary policy, Fed officials are “in an increasing-rate environment, […]

US Homebuilders ‘Excited About Trump’s Pro-Business Political Climate’

US Homebuilders ‘Excited About Trump’s Pro-Business Political Climate’

US Homebuilders ‘Excited About Trump’s Pro-Business Political Climate’ The outlook from US builders is being buoyed by a very strong job market and the overall health of the economy. The National Association of Home Builders/Wells Fargo builder sentiment index released Thursday remained at 72 this month. That’s still just 2 points shy of December’s reading, which was […]

US Jobs Report: NFPs +200,000, Wages Rise Most Since 2009

US Jobs Report: NFPs +200,000, Wages Rise Most Since 2009

US Jobs Report: NFPs +200,000, Wages Rise Most Since 2009 $AAPL, $WMT “Jobs, Jobs, Jobs” US job growth rose in January and wages increased too, recording their largest annual gainer in more than 8.5 years, bolstering expectations that inflation will push higher this year as the labor market hits full employment. Remember, No inflation, No […]

Market Health Flashing Green for Economy Growth

Market Health Flashing Green for Economy Growth

Market Health Flashing Green for Economy Growth $DIA, $SPY, $QQQ, $VXX The powers driving  US growth from the financial markets has not been this strong since the late 1990’s. Goldman Sachs Group Inc.’s (NYSE:GS) index of financial conditions broke through its Internet bubble trough to reach a record low Monday, signaling that the economy may […]

The Trump Effect: Global Growth, USD, Drive Durable Goods Orders Up

The Trump Effect: Global Growth, USD, Drive Durable Goods Orders Up

The Trump Effect: Global Growth, USD, Drive Durable Goods Orders Up Orders for long-lasting manufactured goods rose 2.9% in December, the fastest pace since June and another sign of strength for American industry under President Trump’s policies, the Commerce Department said Friday. Orders were lifted by a 15.9% spike in demand for civilian aircraft and […]

US GDP Posted Solid Growth in Q-4 

US GDP Posted Solid Growth in Q-4 

US GDP Posted Solid Growth in Q-4 The US economy grew at a solid rate of 2.6% in Q-4 of last year, helped by the fastest consumer spending since the Spring of Y 2016 and a big rebound in home construction. The Q-4 advance in US GDP (gross domestic product, the country’s total output of […]

China’s Economy +6.9% in 2017, Beats Forecasts

China’s Economy +6.9% in 2017, Beats Forecasts

China’s Economy +6.9% in 2017, Beats Forecasts China’s economy finished Y 2017 on strong with a better-than-expected growth rate and improved structure, official data showed Thursday. The world’s 2nd largest economy expanded 6.9% Y-Y in Y 2017, higher than the 6.7% growth registered in Y 2016, data from the National Bureau of Statistics (NBS) showed. […]

China Luxury Sales Rebound as Millennials Spend

China Luxury Sales Rebound as Millennials Spend

China Luxury Sales Rebound as Millennials Spend $LVMUY, $PPRUY, $BBRYF  China’s luxury goods market is back in fashion A new China is emerging with new consumers that were not there 5 years ago that have different profiles, different expectations and different tastes. Domestic sales of Gucci handbags to Chanel cosmetics, sluggish in China for years, […]

The Numbers That Support The Trump Stock Rally

The Numbers That Support The Trump Stock Rally

The Numbers That Support The Trump Stock Rally $SPY, $AMZN, $FB, $GOOGL, $MSFT Pundits and talking heads are suggesting worries of a ‘Blow Off” Top to the record-high stock market because equities are overpriced. But a close look finds that the market’s current value is not extreme. After a series of record-breaking closes for US stocks […]

US Economy, Inflation Growing at Sustainable Pace

US Economy, Inflation Growing at Sustainable Pace

US Economy, Inflation Growing at Sustainable Pace The US economy and inflation expanded at a modest-to-moderate pace from late November through the end of Y 2017, while wages continued to push higher, the Fed Wednesday. “Most districts said that wages increased at a modest pace,” the U.S. central bank said in its periodic Beige Book report […]

This is a Strong  Start for The Trump Economy

This is a Strong  Start for The Trump Economy

This is a Strong  Start for The Trump Economy Beginning last Spring, US GDP has averaged about 3%, that is much stronger than either during the Bush (43) or Hussein Obama (45) Presidencies. This Winter, consumers are likely to pull back some and pay off credit-card balances accumulated during the holiday shopping season. Then, with […]

President Trump Deserves ‘High Marks’ for Economic Policies

President Trump Deserves ‘High Marks’ for Economic Policies

President Trump Deserves ‘High Marks’ for Economic Policies $UBS President Donald Trump earned “high marks” from Swiss bank UBS for his economic achievements. “I think prior to his election, the prospects of tax reform, of regulatory relief, or any sort of sensible approach to infrastructure were off the table,” said Mike Ryan, UBS Wealth Management […]

There is No Question in the Minds of Americans that the Economy is Strong

There is No Question in the Minds of Americans that the Economy is Strong

There is No Question in the Minds of Americans that the Economy is Strong There’s no question that the US economy is experiencing a big effect due to President Donald Trump’s policies, and that all the naysayers have been proven wrong, economic analyst Larry Kudlow  said Sunday. Mr. Kudlow, who advised Trump on the tax […]

US Core Consumer Prices Mark Big Gainer

US Core Consumer Prices Mark Big Gainer

US Core Consumer Prices Mark Big Gainer US consumer prices recorded their largest increase in 11 months in December on strong gains in the cost of rental accommodation and healthcare, bolstering expectations that inflation will accelerate this year. Stock soar on inflation news: no inflation, no growth The strengthening domestic demand was underscored by other […]

Fed Doves Calling for ‘Slow’ Tightening

Fed Doves Calling for ‘Slow’ Tightening

Fed Doves Calling for ‘Slow’ Tightening The Fed should be patient as it raises interest rates this year, said Federal Reserve Bank of Atlanta President Raphael Bostic, adding his voice to other Dovish comments from officials concerned by low inflation and the risk of an inverted yield curve. “I am comfortable continuing with a slow […]

Seeing Inflation Almost Everywhere We Look, Growth Too!

Seeing Inflation Almost Everywhere We Look, Growth Too!

Seeing Inflation Almost Everywhere We Look, Growth Too! Investors with the idea that inflation will stay subdued should be concerned. Worldwide data have recently made clear that PPIs (producer-price indexes) have ticked up leading bond buyers to begin wagering that consumer inflation could be soon to follow, with US breakeven rates above 2% in here The […]

The Trump Way: Prosperity, American Populism

The Trump Way: Prosperity, American Populism

The Trump Way: Prosperity, American Populism $DIA Steve Bannon Down, Market Up  Signals the Resurgence of Real American Populism There were 2 big stories in the 1st week of this New Year: The DJIA soared 577 points, and Steve Bannon ended his political career. Are these two events related? Perhaps more than you might think. […]

US Stocks Post Record Highs, as Trump Rally Extends

US Stocks Post Record Highs, as Trump Rally Extends

US Stocks Post Record Highs, as Trump Rally Extends $DIA, $SPY, $QQQ, $VXX  All 4 major US stock market indices finished at new all-time highs The S&P 500 Index surged past the 2,700-mark Wednesday and other major indexes hit record intra-day highs as technology stocks climbed on indications of strong economic growth in the US […]

Trump Policies Lead the US, Global Economies in Surprise Recoveries

Trump Policies Lead the US, Global Economies in Surprise Recoveries

Trump Policies Lead the US, Global Economies in Surprise Recoveries MAGA The global economy found its post-crisis footing in Y 2017, with most major developing economies surprising on the Northside. Comparing Y 2017 predictions made a year ago Vs the likely up-turn based on the latest forecasts in Bloomberg’s monthly survey, shows that the Pessimists […]

US Economy Ready for an Investment Boom and Strong Growth

US Economy Ready for an Investment Boom and Strong Growth

US Economy Ready for an Investment Boom and Strong Growth $DIA, $SPY, $QQQ, $VXX We here at HeffX-LTN are optimistic about America’s economic future now that President Trump and GOP lawmakers have kept their promise of a sweeping tax reform. “I think the economy is on the verge, which you heard me say this, because of the […]

Top-Ranked US Economist Sees Strong Growth in 2018

Top-Ranked US Economist Sees Strong Growth in 2018

 US Economist Sees Strong Growth in 2018 $DIA, $SPY, $QQQ, $VXX A top-ranked US economist last year predicted that real US economic growth would reach 3% in Y 2017. “With a tax cut package finally passed by Congress, growth is likely to remain robust as we head into 2018,” Steven Stanley said. “The economy’s 2% […]

US Growth is Expected to Stay Above the Forecast Rate

US Growth is Expected to Stay Above the Forecast Rate

US Growth is Expected to Stay Above the Forecast Rate $DIA, $SPY, $QQQ, $VXX Econ 101: no inflation no growth. Investors have been underestimating the importance of US economic growth for Fed policy, and giving too much relative emphasis to inflation and wage data that have tended to disappoint expectations, If it starts looking more […]

Ferrari (NYSE:RACE) the One Automaker to Buy

Ferrari (NYSE:RACE) the One Automaker to Buy

Ferrari (NYSE:RACE) the One Automaker to Buy $RACE So let’s talk about Ferrari (NYSE:RACE) the one automaker the leads the entire automotive sector by ‘miles’ Ferrari celebrated its 70th Anni in Y 2017, and looks poised for record growth in the coming years.  The Big Q: Why Ferrari is racing ahead of all rivals? Ferrari’s cars are […]

US Stocks at Record Highs as Fed Hikes Rates

US Stocks at Record Highs as Fed Hikes Rates

US Stocks at Record Highs as Fed Hikes Rates $DIA, $SPY, $QQQ, $VXX The Trump Rally Extends The Fed followed through on an expected interest-rate increase and raised their forecast for economic growth in Y 2018. “Averaging through hurricane-related fluctuations, job gains have been solid, and the unemployment rate declined further,” the Federal Open Market […]

President Trump’s Tax Cuts Promote Growth, Reduce Deficit

President Trump’s Tax Cuts Promote Growth, Reduce Deficit

President Trump’s Tax Cuts Promote Growth, Reduce Deficit $DIA, $SPY, $QQQ, $VXX Market Notes Stocks rose to new all-time highs with technology and energy shares pacing the advance as The Trump Rally extends The CBOE launched Bitcoin (BTCUSD)futures trading Sunday evening. The 1-month futures contract was trading at around $18,600 at the stock market’s closing bell. […]

Tax Reform to Generate 3-4% Growth ‘As Far as the Eye Can See’

Tax Reform to Generate 3-4% Growth ‘As Far as the Eye Can See’

Tax Reform to Generate 3-4% Growth ‘As Far as the Eye Can See’ Donald Trump has ended the War against business President Trump’s tax reform will translate into between 3 -4%  economic growth “for as far as the eye can see.” In an interview aired Sunday, economist Larry Kudlow, a former adviser to President Donald Trump, […]

Strong US Consumer Confidence Cheers Retailers

Strong US Consumer Confidence Cheers Retailers

Strong US Consumer Confidence Cheers Retailers  Black Weekend indicated US Consumers shopped for the real deals. Having just gotten through a huge Black Friday, Small Business Saturday and Cyber Monday, news that consumers did not go out and shop ‘till they dropped in October was not something for retailers to worry about. After splurging on […]

Economy Steams Ahead Under President Trump’s Deregulation Policy

Economy Steams Ahead Under President Trump’s Deregulation Policy

Economy Steams Ahead Under President Trump’s Deregulation Policy $DIA, $SPY, $QQQ, $VXX Fed Chairwoman Janet Yellen, in her final testimony to Congress as head of the central bank, described a steadily brightening picture for the US economy while downplaying the risks of financial instability. “The economic expansion is increasingly broad based across sectors as well […]

Investors Buy the Dips, Market Continues to Extend The Trump Rally

Investors Buy the Dips, Market Continues to Extend The Trump Rally

Investors Buy the Dips, Market Continues to Extend The Trump Rally $DIA, $SPY, $QQQ, $VXX Strategy: In an uptrend, when markets fall, buy. 2 weeks ago stocks encountered headwinds and a wide range of risk assets came under pressure in the week ended 18 November, and some market observers again declared the end of what […]

Stocks World Wide at Record Highs

Stocks World Wide at Record Highs

Stocks World Wide at Record Highs $DIA, $SPY, $QQQ, $VXX. $DAX The Trump Bull Market Rally is Up and Running Major world stock markets rallied and government bond yields fell Tuesday as strong corporate profits, steady global growth and low inflation provide few alternatives for investors outside of stocks. Equity markets from Asia to Europe […]

US Leading Indicators Signal Solid Growth

US Leading Indicators Signal Solid Growth

US Leading Indicators Signal Solid Growth $DIA, $SPY, $QQQ, $VXX US economic leading indicators rose by 1.2% in October, 2X as much as the 0.6% increase expected by economists polled. The index is a closely followed indicator on economic health. The index “suggests that solid growth in the US economy will continue through the holiday […]

US Businesses Thriving Despite the Noisy Political News

US Businesses Thriving Despite the Noisy Political News

US Businesses Thriving Despite the Noisy Political News $SPY Washington’s politicians like to take credit for creating jobs. Washington’s macroeconomic policymakers like to claim that their policies have moderated the business cycle. Notably the US economy performs despite Washington actions. In the US economy, competitive and entrepreneurial, profitable businesses create jobs. Profitable businesses have the […]

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