Ways & Means weighs in on Biden Tax Proposals, with significant changes.
Cameron Dawson looks at the divergent performance of the US and China markets in 2021 and contemplates what could happen next in this week’s Market Perspective – A Tale of Two Sentiments: Univestable and Unstoppable.
Tourists from all over the world come to spend their money in Orlando, whether it is to brush shoulders with the mouse or to take advantage of the area’s substantial discount shopping offerings. For years I’ve been getting a feel for global cycles by asking the salespeople at the outlets: “Who’s shopping?”
In a way, the album “Rumors” is a study in compromise. Powell’s market-celebrated, “dovish taper” speech from Friday’s Jackson Hole Symposium was another study in compromise and contained its own “chain”.
Chief Market Strategist Cameron Dawson discusses how retail investors are reducing leverage, key underlying market signals and the current investor bias toward high-quality companies. Fieldpoint Private on CNBC August 26 2021 from Fieldpoint Private on Vimeo.
In the spirit of looking beneath the surface and stripping off obfuscating layers, we approach today’s analysis of markets with an attempt to reveal its true colors. Spoiler alert: the market picture that is revealed is not as splendid as the Sistine fresco.
Living in a city like New York tends to force-feed you certain life lessons. Some are narrow, like 600 square feet is exceedingly spacious, while others are broad, like change is the only constant.
Jobs data was strong in July, showing continued healing in the U.S. labor market. Strong jobs data pushes the Fed to make a call on tapering, but it will likely try to hold off until the Fall when the backdrop is more “normal.”
Chief Market Strategist Cameron Dawson discusses the labor market outlook, the Delta variant, and sectors to watch, for better or worse.
We are almost two-thirds of the way through earnings season (60% of S&P 500 companies have reported) and there are a few important takeaways. First, earnings are coming in better than expectations.
Chief Market Strategist Cameron Dawson notes most earnings are beating expectations, but the market’s relatively muted reaction should not be a surprise.
Chief Market Strategist Cameron Dawson takes an updated look at the international markets, which have been outperformed
by the U.S. by nearly 300% since 2009.