The Fat Pitch
Monday, August 19, 2019
2Q Corporate Results: 2% Earnings Growth Expected in 2019
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Summary : Overall, corporate results in the second quarter of 2019 were fine, but growth has slowed. Sales and earnings were up were 5% and ...
Friday, August 2, 2019
August Macro Update: Housing Weak But Recession Unlikely In 2019
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Summary : The 25bp rate cut by the FOMC this week was warranted given ongoing weakness in housing, but the balance of the macro data remains...
Thursday, August 1, 2019
High Consumer Confidence Is A Notable Stock Market Warning
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Summary : In July, the Consumer Confidence Index (CCI) jumped to its highest level since last September, right before stocks started a 20% ...
Tuesday, July 30, 2019
Weekly Market Summary
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Summary : The broadest US equity indices made new all-time highs last week. Stocks have risen 6 of the past 7 months and by more than 20%. ...
Monday, July 8, 2019
July Macro Update: Housing Remains The Weakest Link
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Summary : A small "insurance" rate cut by the FOMC later this month appears warranted given ongoing weakness in housing, but the b...
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