Since 2012, Anton Bayer's Weekly UPdate has examined markets and the economy, continuing a market and economic commentary tradition that began in 2002. Each week, Anton looks past the headlines to the data shaping the discussion.
I don’t know about you, but it seems the costs for everything are getting crazy. My wife went to the grocery store and items that were $9 last week are $14 this week. You can’t tell me grocery store or supplier costs hav
Anton Bayer · November 6, 2024 · 4 min read
According to this month’s University of Michigan’s Survey of Consumers report, Consumers for the fourth consecutive month have improved their view of their finances and the economy. It’s been a rough road for consumers t
Anton Bayer · October 30, 2024 · 6 min read
September retail sales increased 0.4% from August and is the third consecutive month over month (MoM) it has increased. The 0.4% is substantially higher than August’s 0.1% monthly increase. Even though retail sales have
Anton Bayer · October 23, 2024 · 6 min read
Prior to the outbreak of the coronavirus in 2020, we used to host multiple client and friend dinner events each year. We would have these events typically at excellent local restaurants in the South Bay and East Sacramen
Anton Bayer · October 16, 2024 · 6 min read
We have warned at the end of the strong first half of 2024 that a summer selloff is not unusual. Not only are selloffs and market corrections typical, but they are also necessary to extend a positive growth trend of stoc
Anton Bayer · October 9, 2024 · 4 min read
Today we have received a trove of economic reports that indicate that companies are still hiring and growing while it appears the economy is in a mild slow-down cycle. This seems contradictory and begs the question:
Anton Bayer · October 2, 2024 · 8 min read
The very low volume of existing home sales reported last week by the National Association of Realtors (NAR) would indicate the continued impact of current decades' high mortgage interest rates. The NAR reported only 3.86
Anton Bayer · September 25, 2024 · 4 min read
The National Federation of Independent Business (NFIB) released its Small Business Optimism US Index today indicating it has decreased to 91.2 in August. This breaks the improving trend since dropping to a multi-year low
Anton Bayer · September 11, 2024 · 6 min read
After a long Labor Day weekend, investors started the first trading day of September by selling. The reason floated out by the main media for today’s selloff is investors skittish about the S&P Global US Manufacturing Pu
Anton Bayer · September 4, 2024 · 5 min read
As we forecast in June, the US stock market to enter a period of weakness with stock prices declining during the summer after the major indices had a solid rally in the first half of 2024. The reasons for summer weakness
Anton Bayer · August 29, 2024 · 5 min read