Armada Intelligence
Category archives for: U.S

M&A Busiest on Record?

What happens when global companies are sitting on record cash and don’t know what to do with it?  They buy other companies. Several sources are now predicting that the third quarter of 2015 could be among the busiest on record (based on the dollar value of those deals).   Analysts believe that the number of […]

UPS Stuns Market with GDP Prediction. $

One of the things that we hold strongly is the direction that we get from bellwethers in the marketplace. When one of our larger corporate entities with exposure worldwide gives us predictions on the US or global economy, just about everybody pays attention. That’s why it took the market by storm when UPS announced that […]

Durable Goods Orders Jump by 3.4%.

The durable goods new orders report can be confusing, there are many components to it. Instead of trying to give you the dirty details, we thought it might be easier to digest in bulleted highlights.   Durable goods orders rose by 3.4%, beating expectations. Transportation equipment led the sub-categories with an increase of 8.9%. Non-defense […]

Consumer Confidence Drops Sharply. $

It came as a surprise, but consumer confidence fell by nine points in July to an index reading of 90.9, down from 99.8 in June (according to the Conference Board – not the UMichigan report).  This was in sharp contrast to what analysts had been expecting, they were looking for a rise of about three […]

Could Detroit Suplant Greece in the Headlines Once Again?

The world has been focused on Greece for the past six months, but a crisis is brewing far closer to home and could rear its head in the next ten days.   According to Reuters, Detroit has less than 10 days to officially declare another “financial emergency”.  Although the emergency is not as dire as […]

US Industrial Production Revised Downward.

We went through some revisions to industrial production data this week. Industrial production is currently trending at just 1.5% in annualized growth through June of 2015. It had improved slightly by .3% after slipping in the prior two months. Month over month in June, there weren’t great highlights. Materials production and mining/utilities were stronger.  But, […]

Earnings Update. $

We are in the throes of the Q2 earnings season, and without a lot of economic data, Greece, or China news – earnings are moving stock markets. But our interest is more on the broader ‘health of the economy’ outlook that earnings give us.   FactSet is reporting that thus far for Q2 2015 (only […]

When to be a Cheerleader and When to be Real? $

    We sat in an executive session yesterday with a Fortune 500 company looking at the 2015/2016 situation analysis that we had put together for them. This was the foundation for their strategic planning efforts that will begin in a month or so for 2016 planning. And they wanted the truth – shown via […]

Velocity of Money Still Stuck on Bottom. $

There has to be something going on with the velocity of money and the Federal Reserve. The unprecedented addition of liquidity to the US financial system has to be messing with the velocity of money. M2 is the second broadest measure of money in the US. When the velocity of M2 is robust as we […]

Homebuilders Confident. $

The National Association of Home Builders released its home builder sentiment report and it hit nine year highs in July. Since the June number was also revised upward, it ended up being flat month-over-month. But, at 60 points, this was significant and a very strong reading.

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