Market Commentaries

August 14, 2017 – Weekly Market Commentary

Trump’s comments on North Korea rattled the markets, US inflation data came in lower than expected, VIX options trading set a daily volume record, and thought leaders focused on overvaluations in the bond markets, what insights can be gathered from trends in fund flows, and why the markets seem to be ignoring political dysfunction.

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August 7, 2017 – Weekly Market Commentary

The dollar fell for the 5th consecutive month, trading around Trump’s tax proposal loses its luster, the US jobs report surprised on the upside, and thought leaders focused on the potential bubble in the bond market, why the market may be ready for a healthy pullback, and “myths” that are turning investors away from investment opportunities.

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July 31, 2017 – Weekly Market Commentary

The Senate suffered another setback in the battle to repeal the ACA, the Fed held rates steady, oil prices continued to rebound, and thought leaders focused on the markets entering uncharted territory, and how shifting market correlations create global opportunities and the need to rethink portfolio volatility hedges.

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July 24, 2017 – Weekly Market Commentary

The ECB kept rates steady but couldn’t keep the markets calm, the Bank of Japan acknowledged the need to continue quantitative easing measures, and thought leaders focused on the potential flattening of the yield curve, three major risks in the markets, why the bull market will continue to chug along, and what monetary policy normalization means for stocks and bonds.

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July 17, 2017 – Weekly Market Commentary

The U.K. published the Repeal Bill, Canada raised interest rates for the first time in 7 years, and thought leaders focused on: considering a potential replacement for Janet Yellen, how FAANG stocks could be affected by the Fed, why the Q2 earnings picture isn’t as rosy as it appears, and why investors shouldn’t shy away from allocating to commodities.

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July 7, 2017 – Weekly Market Commentary

Japan’s prime minister dealt a blow in local elections, Fed minutes showed discourse over inflation expectations, US employment data continued to improve, and thought leaders focused on what history tells us about periods of low volatility, key focuses for the second half of the year, risks to the global financial system, and how market valuations affect future returns and allocation decisions.

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July 3, 2017 – Weekly Market Commentary

Hawkish central bank comments led to a sell off in global bond markets, lack of support forced Republicans to delay the healthcare bill vote, the IMF lowered its projections for US GDP growth, British Prime Minister Theresa May secured a parliamentary majority, market action and showed that investors don’t believe the Fed, the US dollar posted its worst quarter in nearly 7 years, and thought leaders considered how the delayed healthcare vote will affect investors.

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June 26. 2017 – Weekly Market Commentary

Chinese stocks win inclusion into MSCI benchmark, oil prices slip into a bear market, US banks pass another stress test, and thought leaders focused on why the US expansion has a long way to go, the Fed’s relationship with inflation, and the argument for increasing allocations to foreign equities…

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June 19, 2017 – Weekly Market Commentary

The Fed hiked interest rates, the Bank of England edged closer to increasing UK interest rates, Brexit talks formally began, US CPI data missed expectations, oil hit a six-month low, and thought leaders focused on the trouble with not investing in the real economy, what could push US GDP below 2% this year, and why the market’s most popular sector may be riskier than it looks…

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June 12, 2017 – Weekly Market Commentary

The European Central Bank gave little insight into when their bond purchase program will end, British PM May failed to gain a majority in Parliament and pledged to form a new government coalition to guide the country through Brexit negotiations, the early results of the French Parliament elections support President Macron and should help him to push through reforms, and thought leaders focused on why the Fed will raise rates this week, and what economic factors could become headwinds for the US equity bull market in coming months.

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June 5, 2017 – Weekly Market Commentary

Draghi said the ECB still needs monetary support, May jobs numbers missed big, and thought leaders focused on why Europe has a brighter economic outlook than the US, why policymakers are the most important factor of the global economy, why positive economic and earnings reports will continue fueling the bull market, and what is supporting the rebound in emerging market stocks​…

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May 30, 2017 – Weekly Market Commentary

Last week: The Fed set up the markets for a June rate hike, China’s credit rating was downgraded, UK growth unexpectedly contracted, OPEC extended production cuts, a bull market catalyst signalled future stock market strength, and thought leaders focused on why investors should focus on leading economic indicators instead of Washington, the data setting the Fed up for a June rate hike and what a slowdown in China could mean for global markets…

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