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Monthly Archives: August 2017

Biggest Risks Are Coming, and It Comes in Key Deadlines

The Trump Administration is going to face no less than 5 major deadlines over the next four months. From funding payments to insurance companies for Government-match portions of Obamacare to raising the debt limit, there are a number of deadlines that the marketplace and the rest of us have to get through over the course of the fall.

Home Depot, Tesla, and GE: The Acceleration of a Trend?

Sometimes, it takes competitive pressure to push an entire industry to change its operating paradigms. That may have just happened to some degree with a major partnership between three complimentary companies.

Placing solar panels on top of large-footprint facilities is not a new concept – for goodness sakes it’s not. But, up and until this point, many companies have held off because of the extra costs to install and use solar panels – for various reasons.

Industrial Production Mixed – Autos Still the Canary in the Coal Mine?

Total industrial production was up by .2% month-over-month in July and continues to grow at an annualized rate of 5.2% through Q2. July showed a 2.2% year-over-year growth rate as well.  But, the bigger stories will come in the big movers (both positive and negative).

Most importantly, automotive production was off by 3.2% month-over-month and 4% year-over-year in July.  Through Q2, automotive was slipping at a 1% annualized rate. 

Business Investment for Capital Goods Still Steady

Although we don’t have July figures yet, new orders for nondefense capital goods remained strong through June. We saw June orders rise by 5.8% year-over-year.

This is one of those data points that we can check off – businesses continue to invest (at least through data collected in June). We won’t get the next run of July figures until early September.

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