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Where do I start?  The last 30 days could be pivotal.  Commenting first about the jobs data, in my view march’s employment report is something all could have been hoping for.  Payrolls rose more than expected and the prior month’s data was revised higher.  Over...

What will happen today? China suspended its circuit breaker. Reuters reported China is also considering allowing the yuan to quickly fall as much as 10%-15% at the same time backing tighter capital controls. The decimation in oil is continuing and equity markets are roiled. AND...

I have opined several times growth may be stronger than most expect, further stating wage pressures may begin to surface. I have also written a gazillion times about today’s frightening velocity of change, recently referencing Fed policy during the summer 2008 and making a possible...

Markets traded lower Friday on August’s employment data.  I believe the statistics were mixed and can be used to make a case for or against a rate hike at the upcoming FOMC meeting.  I again ask does 0.25% really matter economically?  Unfortunately it...

Yields on the US Treasury spiked to seven month highs early yesterday, the result of the absolute drubbing of European debt.  Treasuries rallied later in the day to post modest gains following IMF comments that the US should not increase rates until 2016....

In my view there is a potential disconnect between recent economic data suggesting weakness and the weekly jobless data suggesting strength.  Weekly jobless claims are around 15 year lows but recent statistics is projecting second quarter GDP around 1.0%....