More Signs The Dollar Is Weakening…

Good day… And a Tub Thumpin’ Thursday to you! I’m going to leave the Tub Thumpin’ to you today, as I’m having infusion confusion this morning. Hopefully by noon, it wears off, but right now, my head feels like it weighs 50 lbs. and is full of fog… But that won’t stop...

First-quarter earnings: More than a one-time rebound

U.S. corporate earnings revisions and our gauge of analyst sentiment have rebounded strongly, as the chart below shows. We believe a catch up in management sentiment lies ahead as earnings growth persists. This supports our view of a sustained economic expansion....

Fed Minutes: Tilting More Hawkish

Many had not expected the minutes of the 14 December 2016 Federal Reserve meeting released this afternoon to make much news. After all, Chair Janet Yellen had already provided her take on the committee’s fully expected decision to hike rates and commented on the...