Will the Fed move on rates in Q2

The economic landscape at the outset of 2017 speaks to modest growth, incremental gains in inflation, cycle highs for consumer sentiment and small business optimism. Stable energy prices, continued expansion in the housing sector of the economy and the prospects of a leaner regulatory regime in Washington all should lead to a constructive narrative for [...]

By |2017-01-21T16:13:21+00:00January 21st, 2017|Uncategorized|

Post-Election Rally

Kenny's Commentary on FoxBusiness   S&P 500 Set for Worst Day in Three Months, Clings to Biggest Post-Election Rally Since JFK Wall Street let some air out of its euphoric Trump rally Thursday as investors craved more clarity from the president-elect on his policy proposals. Though short on details, Donald Trump’s press conference Wednesday afternoon [...]

By |2017-01-17T22:30:07+00:00January 17th, 2017|Uncategorized|

The Valuations Factor

We enter 2017 having witnessed a broad post-election rally that has lifted nearly all boats indiscriminately. In some cases, the move higher in prices has been well deserved but not in all. The mild year-end reset lower in prices that materialized at the close of 2016 has the potential of dampening a likely trade lower that [...]

By |2017-01-04T19:42:01+00:00January 4th, 2017|Uncategorized|