In the 2024 election voters placed the White House and Senate in Republican control. Nearly a week after election day, the House results are still undecided mostly in California but
Weekly Review & Outlook: November 4, 2024
Hard to imagine a more eventful upcoming macroeconomic week in the U.S. with both a national presidential election and live Federal Open Market Committee meeting. Last week’s Employment Situation summary
Weekly Review & Outlook: October 28, 2024
Following the 2nd full week of quarterly earnings results, the percentage of beats crept higher to 72% while the median size of Earnings per Share surprise lessened to 5.7%. Sequential
Weekly Review & Outlook: October 21, 2024
Hurricane Milton disrupted activity across Florida including last week’s note. High winds and rain were destructive to many areas including Vero Beach. Work is still underway to repair damaged utilities
Weekly Review & Outlook: September 30, 2024
Third quarter themes held steady with Services sector PMI growth, moderating consumer inflation and weak consumer sentiment. This week’s jobs report seems to be taking on increased weight in evaluating
Weekly Review & Outlook: September 23, 2024
“It seems that’s so far away now, my own sense is that we’re not going back to that. But honestly, we’re going to find out. But it feels, it feels