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Morning Brief* – November 20, 2013

Macro economy in terms of business cycle model- No change to long term business cycle model bull script now to 2017-2019 for US and global economies. Still expect improvement during 2014. News – So far this week- strong store sales report due to Veterans Day shopping, 6 point reversal of weeks of decline for MBA report. Stronger […]

Morning Brief* – November 14, 2013

Macro economy in terms of business cycle model- Last week’s reports were positive input for the macro business cycle model. For this week, China news was mostly positive. Europe stable to improving. No change to long term bullish economies outlook. US the leader. Reports due this week; store sales, Chicago FED activity, FED inflation, MBA, […]

Morning Brief* – November 12, 2013

Macro economy in terms of business cycle model- Last week’s report were positive input for the macro business cycle model. China news mostly positive so far this week. Europe stable to improving. No change to long term bullish economies outlook. US the leader. Reports due this week; store sales, Chicago FED activity, FED inflation, MBA, […]

Morning Brief* – November 11, 2013

Macro economy in terms of business cycle model- Last week’s news and statistics were mostly bullish to very bullish for the macro economy model based outlook. No change to long term model script for a growing economy until 2017 to 2019 and as increment, we should see a growing economy for at least first half […]

Morning Brief* – November 8, 2013

Macro economy in terms of business cycle model- GDP, jobless claims reports published 11/7 were bullish model input. Jobs NFP report 11/8 a bullish input. +204K jobs. No change to long term bullish macro economy business cycle model script now to 2017-2019. No change of opinion for growing economies into next year. Taper should not […]

Morning Brief* – November 7, 2013

Macro economy in terms of business cycle model- GDP, jobless claims reports published today were bullish model input. Jobs status report tomorrow? No change to long term bullish macro economy business cycle model script now to 2017-2019. No change of opinion for growing economies into next year. News – ECB cuts important rate to .25%, Euro dropped, […]

Morning Brief* – November 6, 2013

Macro economy in terms of business cycle model- US ISM services index rose better than expected. US PMI rose slightly. Economy grew. No change to long term business cycle macro model script for growing economies into 2014 relative the 3yr cycle, and for growing economies until 2017-2019 for the 9yr cycle. News – FED’s Williams said it […]

Morning Brief* – November 5, 2013

Macro economy in terms of business cycle model- US PMI rose slightly. Economy grew. No change to long term business cycle macro model script for growing economies into 2014 relative the 3yr cycle, and for growing economies until 2017-2019 for the 9yr cycle. News – Stock futures drop on Euro growth gloom. USDA agriculture report this Friday. […]

Morning Brief* – November 4, 2013

Macro economy in terms of business cycle model- US PMI rose slightly. Economy grew. No change to long term business cycle macro model script for growing economies into 2014 relative the 3yr cycle, and for growing economies until 2017-2019 for the 9yr cycle. News – Everyone says you can’t, but you can time market. FED’s Bullard says […]

Morning Brief* – October 31, 2013

Macro economy in terms of business cycle model- October PMI? Model input. Last week’s news and business statistics were summarized as mostly positive. No change to model output for economic growth now and well into next year. Seasonally, some statistics slump during September/October, and recent government shutdown likely exacerbated. And still no change to long […]