It has taken longer than expected, but Southwest Airlines' third quarter results indicate that recent changes to its business model will increase revenues and improve profitability. Read More
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With the November jobs report out of the way, there should be no major surprises to disturb the stock market over the remainder of this month. Read More
Today's flat retail sales report for October reflects a consumer that is starting to slow down purchases of big-ticket items such as automobiles. Read More
November jobs data, consumer price index, and existing home sales. Read More
This week’s Fed meeting turned out to be a non-event for the stock and bond markets, which is a good thing. Read More
Today's decision by the FOMC to cut its policy rate by a quarter point while leaving its dot plot unchanged was welcome new on Wall Street, so the remainder of this month should be less volatile as a result. Read More
With the Juniper Networks acquisition now fully integrated into the company's operating model, I believe it will meet or exceed its upgraded guidance for 2026. Read More
FOMC rate decision, bond yields and inflation hedges, and small cap stocks are what I'll be watching closely this week. Read More
Don’t be surprised if a week from now I am talking to you about adding an inflation hedge to your portfolio as we head into next year. Read More
The ADP employment report for November all but ensures a rate cut by the Fed when it meets next week and may influence its dot plot for next year, too. Read More