December 2017

A positive macrocast is supported by strong economic data. We expect the economy to grow for the tenth year in a row, making it the second longest economic expansion in US history. Read more

November 2017

A positive macrocast is supported by strong economic data. We expect the economy to grow for the tenth year in a row, making it the second longest economic expansion in US history. Read more 

September 2017

The macrocast score registered a +8 this month, down five points from +13 in August. This is the lowest score since February 2016. However, one month’s score does not constitute a trend. We would need to see continued weakness over the coming months before we became concerned. As it stands, nothing from macrocast is suggesting a major bear market is on the horizon. Read more

August 2017

In this issue, we “Chart the Course” by looking at key charts regarding the US economy, inflation and market performance. We find that the data in many of the following charts is consistent with what we see in macrocastRead more

July 2017

Our review of asset class performance shows international investments from stocks, bonds, and real estate outperformed their US equivalents. Commodities continued to struggle while gold is quietly having a good year. Read more

June 2017

Economic activity remains steady, but not robust. GDP growth is expected to rebound in the second quarter and throughout the remainder of the year. Initial claims for unemployment remain low and support continued employment growth. Read more 

May 2017

Economic activity remains constructive. An interesting indicator called the Chemical Activity Barometer suggests continued growth. Read more

April 2017

Our review of asset class performance shows that international stocks were the big winners in the first quarter, along with technology stocks. The dollar weakened, commodities slumped, and the so call “Trump Trade” took a breather. Read more

March 2017

Emerging markets are leading the way in asset class performance so far in 2017. Many are predicting that this trend will continue, however examining the past several years gives us pause from getting too bullish. Read more

February 2017

The strength in macrocast is being driven by economic data, which remains constructive. Counterintuitively, the biggest concern with the economy is that the data has come in better than expected for some time. When data comes in better than expected, economists raise their targets, and future data often disappoints. Read more

January 2017

A Review of macrocast from last year underscores the importance of maintaining discipline among typical volatile markets. Read more