Excerpt from MarketWatch quoting DataTrek’s Nick Colas: …. “Corporate executives will be under pressure to persuade Wall Street that U.S. businesses will see no more than a modest slowdown in earnings growth from their stellar pace…
Day: January 7, 2019

FT: "Trade talk hopes keep Wall Street on upward track"
Excerpt from the Financial Times quoting DataTrek’s Nick Colas:…. “Now that Fed chair Powell has smoothed over the market’s worries regarding rate policy, the next important catalyst is US corporate earnings season, that kicks off next week,” said…

US Treasury Returns: Back To The Future?
Surprising factoid: the US 10-year Treasury note actually posted a small gain on a total return basis in 2018: +0.07%. We rely on NYU professor Aswath Damodaran’s (a.k.a. the “Dean of…