Tag: davidson

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Data Still Murkey

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PMI Often Cries Wolf

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Construction Spending At Record Highs

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Real Private GDP Continues to Rise

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Real Personal Income Rising, But Being Spent Less

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“Sentiment” Indicators….Ignore Them

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Durable Goods Orders Holding

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Consumer Delinquencies Rising

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Sentiment and Data Not Matching

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Flush Money Market Funds Typically Mean Rally

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Employment Data Signals Continued Expansion

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Real Personal Income Rises

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10yr/Mortgage Ratio Implies Market Rise Coming

Continue reading “10yr/Mortgage Ratio Implies Market Rise Coming”
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Everyone Expecting Rate Cuts…….Are They Necessary?

Continue reading “Everyone Expecting Rate Cuts…….Are They Necessary?”