Tag: davidson

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Durable Goods v PMI…. Something Is Amiss

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Employment, Real Personal Income, Inflation…Favorable For Higher Equity Prices

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Rising Yield Curve Means Rising Market

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Truck Tonnage Remains in Uptrend

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Nearly 1/2 of SPR Gone

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Real Retail Sales Steady, Income Rises

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More Upside Surprises and Upward Revisions

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Pessimism and Fundamentals Continue Their Mismatch

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New Orders & Retail Sales Motor Vehicle & Parts vs Lt Weight Vehicle SAAR and the Manheim Index All Positive

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Inflation Steady….Recession Risk Continues to Fall

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The Raid on the SRP Continues

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10yr to Continue Rising?

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Pessimism Still Rising

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The Disconnect

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The SPR Drain Resumes….43% Gone

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