Black Owl

Presidential Election $

  I had the fortune of addressing the Midwest Chapter of the Metals Service Center Institute last night in a keynote talk, what a great group of people.  But, I got the “what are your thoughts on the Presidential Election and its likely outcome” question – and I really didn’t handle it well.   After […]

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A subtle change in the Black Owl Report.

  Speaking with many of you around the country, I learned that most of you were blowing through the headlines and not really using them. But, the one thing that you did enjoy is the fact that we write like we are speaking to you. So, that’s what we are going to do a little […]

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Black Owl Report – 02.24.16

Markit PMI Weaker in February. The confusion surrounding various economic metrics is perplexing. Although we had a slightly better than expected retail and industrial production figures for January, we are now getting manufacturing data for February that is still weakening.   Consumer Confidence Drops. Consumer confidence slipped in February to 92.2, down from 97.8 in […]

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Black Owl Report – 02.17.16

Extremes. There are those of you who might question why we can’t take something like low food, commodity, and energy prices and see that as a positive for consumers. We can, but “everything in moderation”.     Empire State Fed Index Improves – But Still Weak. The long and short of the New York Federal […]

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Black Owl Report – 02.12.16

Market Selloffs Start Accelerating Around the World – For Now. You have to be aware, and act in a measured response to market risks that hit your company and personal life. That’s why our tag line is “Keeping an Eye on Your World” and our elevator speech “monitoring the market forces bearing down on corporations”. […]

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Black Owl Report – 02.10.16

Wholesale Inventories Unchanged in December. You know that we are watching US business inventories closely. In fact, you are probably sick and tired of us blabbing on and on about it. Well, unfortunately for you, most of the inventory reports get released at different times, and today we got the Wholesale inventories for December.   […]

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Black Owl Report – 02.05.16

  Quick Jobs Report Overview. Just giving you the summary of the jobs reported for January released this morning – it was O.K. For a January report, this one did not remove a future Federal Reserve interest rate hike from the equation – but it also didn’t give us a view of an economy that […]

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Black Owl Report – 02.03.16

  Corporate Suicide and Petroleum. I happened to be listening to CNBC today to an interview with Sol Trujillo of the Latino Donor Collaborative, maybe some of you heard it, and the discussion of oil came up.     Manufacturing Report – a Different Take. The ISM Manufacturing Report on Business came out yesterday and […]

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Black Owl Report – 01.29.16

  Why Does Housing Matter so Much – In the sea of bad news that has been pouring from the markets and the oil sector there have been some items of real interest that have been building confidence in the consumer – or so it would seem if one takes a look at the gains […]

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