The Fat Pitch
Friday, June 7, 2019
June Macro Update: Employment and Housing Strong, Manufacturing Weak
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Summary : It's been a noisy few months for macro. The prolonged government shutdown in December significantly delayed many data reports....
Wednesday, June 5, 2019
Don't Fear The First Rate Cut
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Summary : The Fed may soon cut rates and that prospect is making investors nervous. Is the start of easing necessarily bad for equities? In...
Sunday, June 2, 2019
Weekly Market Summary
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Summary : US equities rose four months in a row and ended the month of April at new all-time highs (ATH). They then fell 4 weeks in a row d...
Wednesday, May 29, 2019
1Q Corporate Results: 3% Earnings Growth Expected In 2019
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Summary : Overall, corporate results in the first quarter of 2019 were good, but not great. Sales and earnings growth were 6% and 8%, respec...
Tuesday, May 14, 2019
Fund Managers' Current Asset Allocation - May
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Summary : Although fund managers are less bearish than they were at the start of 2019, they are far from being bullish. They are overweigh...
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