Jobs Rebound in March
Job growth rebounded strongly in March, allaying concerns that a February slowdown was signaling the possibility of extended economic weakness.READ MORE
Fed Patience Tops Our Economic Final Four
Wall Street is watching a litany of telling economic and market signals, but the rest of the country is watching the NCAA men’s and women’s college basketball tournaments.READ MORE
What Happens When January, February, and March Are All Higher?
What a start to 2019! The S&P 500 Index had its best first quarter since 1998—gaining 13.1%. Taking a deeper look at the data reveals another rare occurrence: The S&P 500 was higher each of the first three months of the year for the first time since 2013.READ MORE
The U.S. Debt Binge
The negative-yielding debt around the world has grown to $10.4 trillion, its highest point since September 2016. At the same time, the 10-year Treasury yield fell 31 basis points (0.31%) in March as prices jumped, and the Bloomberg Barclays Aggregate Bond Index notched its best monthly performance in four years.READ MORE
April’s Bullish History
Seasonality could be on the bull’s side, especially after U.S. stocks’ best first quarter on 20 years.READ MORE
What Does a Big First Quarter Mean?
With a day to go, this is one of the best first quarters for the S&P 500 Index ever. Of course, it comes on the heels of the worst fourth quarter since the financial crisis and the worst December since the Great Depression. Still, you have to be impressed with the overall bounce back after the big drop late last year.READ MORE