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Retail sales jumped the most since September 2017 and first time filings for unemployment benefits dropped to a fresh 49 year low, as a strong labor market gives consumers the wherewithal to keep spending. When first quarter GDP is released on April 26, analysts...

March’s unemployment data is released at 8:30. In my view the data can confirm or deny the recessionary narrative. As widely discussed February’s statistics were extremely confusing as growth in private sector and non-farm payrolls greatly disappointed while other components of the report...

It appears the economic landscape is chaotic. The dramatic shift of the Federal Reserve, trade, the use of algorithms, all drive the uncertainty in the markets and geopolitics. There are huge changes in narratives that ...

Equities rose on light volume as all focused upon the Fed’s surprise decision. I will continue to argue that unless external risks rise, the central bank will be forced to change its stance in the immediate future. I ask what happens if China’s economy turns...

Wow! That was a surprise. The Federal Reserve was considerably more dovish than anticipated, suggesting no rate hikes for the remainder of 2019 and only one in 2020. As early as yesterday morning, the Fed was perhaps suggesting 2 hikes in 2019....

All are expecting a dovish Fed statement at the conclusion of its two day meeting. Many are perplexed by the lack of wage inflation given the low unemployment rate. Will the Fed address the labor participation rate (LPR) as a primary cause, a...

February’s jobs data was surprise. Payrolls rose by the smallest amount in more than a year but prior months were revised higher. Wages rose more than expected rising by the greatest pace in over a decade and the labor participation rate remained unchanged....

Some have opined the first Friday of each month brings a new chapter of the government chronicalizing the health of the US economy; the BLS Employment Report.  Stock and bond markets respond immediately too it as many—analysts, traders, central bankers—form broad based conclusions, conclusions that...

Did the unexpected again occur Friday? Commenting first about OPEC, OPEC did not decrease production but rather increased the production target to 31.5 million barrels from 30 million barrels a day....

The first day of the fourth quarter was initially similar to most of the days of the third quarter. Shares fell spooked by a disappointing reason on the ISM manufacturing index. This influential survey representing about 17% of the economy is suggesting manufacturers are barely...