Published September 19, 2025
The Federal Reserve’s long-awaited interest rate cut happened this week. Below, we provide thoughts from Delta Research on the rationale behind the rate cut and prospects for markets now that it has occurred. (more…)
FOMC
Stingy Inflation and a Robust Economy Push Out Rate Cuts
Published April 5, 2024
Below, we get Schwab’s take on recent inflation readings the potential for Fed interest rate cuts. The market continues to be obsessed with the timing of these future cuts. That obsession shows particular day-to-day market impact when we are in-between corporate earnings reports, as was the case this week. (more…)
Inflation Is Rolling Over but So Too Are Corporate Earnings(?).
Published September 30, 2022
Blaine Rollins outlines the key questions facing investors these days. Here are some excerpts from his recent commentary:
“You can see the light at the end, but how much risk will you take to run down to the other end? Big returns await if you can only make it to the other side. But there is always the possibility that you make it part way and the train called ‘recession’ interrupts your path. (more…)
Where the Market Stands Now
Published February 8, 2019
Our FPResearch website publishes a couple of composite Broad Market Indicators. These composites include some 20 component indicators to provide a pictorial view of market health. While the short to intermediate term indicators have recovered and look strong, the substantial damage caused to the market in the October-December selloff is reflected in the more cautious long-term reading. (more…)
An overview of economic and market pros and cons
Published June 7, 2018
The summer heat has arrived in force here in Austin over the past couple of weeks. Our focus Nasdaq 100 (QQQ) index has also been hot, emerging from a three-month market correction to break out to new highs recently. The commentary below from the team at Charles Schwab does a good job of outlining some of the major positives and negatives the market wrestles with these days. We hope you find it informative.
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