Does the stock market have another gear?
As Matthew Broderick’s character Eugene Morris Jerome in the movie Biloxi Blues stated:
“Man, it’s hot. It’s like Africa hot. Tarzan couldn’t take this kind of hot.”
Here in Washington, DC this weekend, we broke some records with heat index readings in the 110 to 115-degree range. That’s probably beyond African hot!
With little to be done outside, we focused on next week’s trading week, and so we have what we think is a pretty rich Monday Morning Kickoff for you:
In This Week’s Monday Morning Kickoff
- DOES THE MARKET HAVE ANOTHER GEAR? As the stock market continued to grind higher last week, with all three major domestic stock indices once again hitting new highs, the next logical question, at least to us from our thematic investing perspective, is what are some catalysts that could spark the market higher near-term? Read More >>
- HOUSEHOLD DEBT HIT A NEW RECORD HIGH:
The NY Federal Reserve reported US household debt hit $12.29 trillion in 2Q 2016, up $434 billion from a year earlier. What are the culprits and what does it mean for the second half of 2016 and corporate earnings outlooks? Read More >> - JULY RETAIL SALES REPORT OFFERS CONFIRMING DATA POINT FOR CONNECTED SOCIETY:Digging into the line items, much like we’ve seen in the last several reports, the July data bolstered the case for the accelerating shift toward digital (online and mobile) shopping – year over year, non-store retail sales rose 14.1 percent. Read More >>
All that plus a full list of earnings reports we’ll be watching through our thematic lens, in this week’s Monday Morning Kickoff. Click below to download the full report:
