Ernie Ankrim

Once the Fed signals its intentions or investors perceive that the end is near, stocks might rise strongly.

Once the Fed signals its intentions or investors perceive that the end is near, stocks might rise strongly.

It will be all the disappointments that attract everyone's attention. They will get the headlines, but the underlying strength of read more

It will be all the disappointments that attract everyone's attention. They will get the headlines, but the underlying strength of the market will continue through this quarter easily.

Economic strength poses a possible risk that the Fed might find it necessary to increase interest rates even beyond May. read more

Economic strength poses a possible risk that the Fed might find it necessary to increase interest rates even beyond May. With that comes the risk that the economy could be slowed substantially, which is something that had been taken off the table at least in the last month.

What the Fed is telling us here is that they are not of the mind to put so much tightness read more

What the Fed is telling us here is that they are not of the mind to put so much tightness on the economy as to jeopardize modest growth in the year ahead, and the market is taking great delight in that.

The housing report today and other numbers from last week indicate more strength in this economy than had previously been read more

The housing report today and other numbers from last week indicate more strength in this economy than had previously been thought.