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  • uploads///GDP
    Consumer

    GDP Will Be the Highlight This Week

    We’re nearing the end of August—many investment professionals will be watching markets from the beach. The second revision to Q2 GDP will be out on Friday.

    By Brent Nyitray, CFA, MBA
  • uploads///JOLT Job Openings
    Consumer

    Job Openings Will Be the Highlight of an Otherwise Dull Week

    There isn’t much in the way of market-moving economic data this week. One of the highlights will be the JOLTS job openings data on Wednesday.

    By Brent Nyitray, CFA, MBA
  • uploads///Fed funds dot graph Jun
    Financials

    FOMC Meeting Looms Large This Week

    The FOMC meets on July 26 and 27. Two weeks ago, it was a non-event. The market has been raising its estimates for the federal funds rate by the end of 2016.

    By Brent Nyitray, CFA, MBA
  • uploads///Housing Starts LT
    Consumer

    Homebuilder Earnings and Housing Data on Tap this Week

    This week is relatively data-light. However, a slew of reports will interest real estate investors.

    By Brent Nyitray, CFA, MBA
  • uploads///Retail Sales
    Consumer

    Quiet Week between the Jobs Report and FOMC Meeting

    The week after the jobs report usually doesn’t have much data—more or less, this week isn’t an exception. Earnings season kicks off this week.

    By Brent Nyitray, CFA, MBA
  • uploads///GDP
    Macroeconomic Analysis

    Brexit Will Overshadow Economic Data This Week

    We do have some important economic data this week—personal income and spending, the third revision to first quarter GDP, and construction spending.

    By Brent Nyitray, CFA, MBA
  • uploads///KB Home EPS
    Earnings Report

    What Happened to KB Home’s Earnings in 2Q16?

    KB Home’s net income came in at $15.6 million on a GAAP (generally accepted accounting principles) basis, as compared to $9.6 million in 2Q15.

    By Brent Nyitray, CFA, MBA
  • uploads///Fed Funds dot graph Mar
    Macroeconomic Analysis

    FOMC Meeting Is the Highlight of the Week Ahead

    This week contains some important data with housing starts, industrial production, and retail sales. The FOMC meeting will be the highlight on June 14 and 15.

    By Brent Nyitray, CFA, MBA
  • uploads///Nonfarm Payrolls
    Macroeconomic Analysis

    Why Did the Jobs Report Shock Investors Last Week?

    The shockingly weak jobs report on Friday dominated the week ending June 3. Non-farm payrolls only increased by 38,000.

    By Brent Nyitray, CFA, MBA
  • uploads///US High Yield Bond Market Issuance
    Company & Industry Overviews

    High-Yield Bond Market Issuance Was Highest Year-to-Date

    High-yield bond issuance activity increased significantly last week on a firm market condition. Issuers were in a rush to close deals ahead of Memorial Day weekend.

    By Lynn Noah
  • uploads///New Home Sales  year
    Macroeconomic Analysis

    New Home Sales Impressed Wall Street while GDP Disappointed

    The week ending May 27 was dominated by a big upward surprise in new home sales and a disappointing GDP revision on Friday.

    By Brent Nyitray, CFA, MBA
  • uploads///Toll Brothers Geo footprint
    Earnings Report

    Geographic Results for Toll Brothers in Fiscal 2Q16

    In Toll Brothers’ North segment, the ASP (average selling price) rose from $630,000 to $705,000 in fiscal 2Q16.

    By Brent Nyitray, CFA, MBA
  • uploads///Housing starts
    Macroeconomic Analysis

    Week in Review: The FOMC Minutes Shocked the Bond Market

    Last week, bond yields rose to 1.84% on the FOMC minutes. Note the Fed has set up the Market for rate hikes several times in the past couple of years only to get cold feet at the last moment.

    By Brent Nyitray, CFA, MBA
  • uploads///GDP
    Macroeconomic Analysis

    2nd revision to 1Q16 GDP Will Be the Highlight of the Week

    On Friday, May 27, we’ll get the second revision to 1Q16 GDP. Wall Street is forecasting the number to come in at 0.9%.

    By Brent Nyitray, CFA, MBA
  • uploads///Nonfarm Payrolls
    Macroeconomic Analysis

    Week in Review: Jobs Report Disappoints

    The week ending May 6, 2016, was dominated by the jobs report on Friday. It was weaker than expected. The payroll growth was a measly 160,000.

    By Brent Nyitray, CFA, MBA
  • uploads///Retail Sales
    Macroeconomic Analysis

    Week Ahead: Retail Sales Will Dominate the Headlines

    There will be a few important data points to ponder this week including job openings, retail sales, and inventory data.

    By Brent Nyitray, CFA, MBA
  • uploads///GDP
    Macroeconomic Analysis

    The Week in Review: The Fed Stands Firm

    Last week was dominated by the FOMC meeting, where the Fed maintained its current Fed funds rate. The language of the statement calmed bond investors, which sent yields down for the week.

    By Brent Nyitray, CFA, MBA
  • uploads///Hourly Earnings
    Macroeconomic Analysis

    A Data-Heavy Week Ahead, Dominated by Jobs Report

    After an uneventful FOMC (Federal Open Market Committee) meeting last week where the Fed stood firm, all eyes turned to the jobs report this coming Friday, May 6.

    By Brent Nyitray, CFA, MBA
  • uploads///Fed Funds dot graph Mar
    Macroeconomic Analysis

    FOMC Meeting Should Be a Non-Event This Week

    The big event for investors will be the April FOMC meeting. Investors are assigning a 0% probability that the Fed will hike rates next week.

    By Brent Nyitray, CFA, MBA
  • uploads///Labor Force Particiption Rate
    Macroeconomic Analysis

    Week in Review: A Constructive Jobs Report

    The jobs report was the highlight of the week. Payrolls increased by 215,000. The labor force participation rate inched up for the fifth month in a row.

    By Brent Nyitray, CFA, MBA
  • uploads///NFIB Small Business Optimism
    Macroeconomic Analysis

    Week in Review: NFIB Small Business Optimism Index Fell

    There’s usually light data the week after the jobs report. Last week, the most important data point was the NFIB Small Business Optimism Index.

    By Brent Nyitray, CFA, MBA
  • uploads///Fed funds dot graph Dec
    Macroeconomic Analysis

    Why the FOMC Meeting Will Dominate the Week Ahead

    This week has important economic data and the FOMC meeting. The markets are predicting a 15% chance that the Fed will raise the federal funds target on March 16.

    By Brent Nyitray, CFA, MBA
  • uploads///NFIB Small Business Optimism
    Macroeconomic Analysis

    What Economic Data Will We See This Week?

    The week after the jobs report is usually very data-light, and this week is no exception. None of the economic reports this week will be market-moving.

    By Brent Nyitray, CFA, MBA
  • uploads///Toll Brothers EPS
    Earnings Report

    Why Toll Brothers Has Reported a Drop in Earnings per Share

    For fiscal 1Q16, Toll Brothers’ earnings were $73.2 million, or $0.40 per share, down from its net income of $81.3 million, or $0.44 per share, a year ago.

    By Brent Nyitray, CFA, MBA
  • uploads///JOLT Job Openings
    Macroeconomic Analysis

    Week Ahead: Job Openings Are the Highlight of a Data-Light Week

    This week, investors will still be digesting the jobs report from last Friday. The biggest data points will be the JOLTS jobs report and retail sales.

    By Brent Nyitray, CFA, MBA
  • uploads///KB Home EPS
    Earnings Report

    KB Home’s Earnings Miss Estimates

    On an adjusted basis, KB Home’s net income came in at 43 cents per share, which missed the Wall Street estimate of 50 cents per share.

    By Brent Nyitray, CFA, MBA
  • uploads///construction spending percent
    Macroeconomic Analysis

    Why Construction Spending Is So Important to the Economy

    In the quarter ending September 30, construction spending as a percentage of GDP rose to 6.1%. This was a big rise from a year ago when it stood at 5.4%.

    By Brent Nyitray, CFA, MBA
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