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Since the passage of "tax cuts" in late 2017, the surge in corporate share buybacks has become a point of much debate. As I previously wrote , stock buybacks are once again on pace to set a new record in 2019. To wit: "A recent report from Axios noted that for 2019, IT companies are aga...
If readers glean one item from Thursday's release of the American Association of Individual Investors' Sentiment Survey release, investors are far from bullish. With sentiment measures being contrarian ones, all else being equal, this is a positive for the equity market. This week's survey s...
By Jill Mislinski Here is the opening statement from the Department of Labor: In the week ending September 21, the advance figure for seasonally adjusted initial claims was 213,000, an increase of 3,000 from the previous week's revised level. The previous week's level was revised up by ...
As markets have turned lower in the past week - shying away from their all-time highs - so too has bullish sentiment. Falling from 35.34% last week, 29.37% of investors in the AAII survey are now in the bullish camp. Giving up nearly all the gain from the past couple of weeks, bullish sent...
By OpenMarkets Politics and the market are intertwining. Jack Bouroudjian looks at how the markets responded to past impeachment news, and notes that traditional indicators like credit spreads and the yield curve are affecting markets more than headlines. Original Post Editor...
By Christian Hubbs Last month (August 14, 2019), the spread between the 10-year treasury yield and the 2-year treasury yield inverted. If you believe the headlines, this traditional recession indicator caused the markets to sell off, with the Dow Jones closing with an 800 point loss (-3....
If I were an incumbent president and was going to run for re-election, what kind of numbers on the economy would I like to go talking about in the upcoming event? How about these numbers? The economy has grown through all four years of my first administration. Adding these four years to ...
The Wealth Effect There's a little oddity in how we measure the economy called the wealth effect. If people feel richer, then they'll willingly spend more. If they feel poorer, then they'll spend less even if their incomes are just what they were. That is, we've a little behavioral quirk a...
By Robert Hughes The Consumer Confidence Index from The Conference Board fell in September, decreasing by 9.1 points to 125.1. The index is constructed so that it equals 100 in 1985. Overall consumer confidence is just 0.2 points above the March 2017 reading of 124.9, trending essentially ...
By OpenMarkets Jack Bouroudjian explains two factors that are driving the market as we head into Q4: Equity indexes moving to new highs, and the overnight need for cash that is driving the repurchase (repo) rate market . Original Post Editor's Note: The summary bullets for th...