Sunday, 22 May 2016

US Equity and Economic Review: Just Not Feeling the the Warm Fuzzies From the Macro Data

     On Friday, the Conference Board released the latest leading and coincident indicators.  The LEIs increased .6% while the CEIs rose .3%.  The report's internals were strong: 9/10 LEIs were higher while all 4 CEIs advanced – even industrial production, which declined in 4 of the last 6 months.  And the LEIs 6-month rate of change was up .2% to .6%.  Overall, this was the best LEI report of the year.     



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