Market Commentaries

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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May 22, 2017 – Weekly Market Commentary

Concerns in Washington led to a short-term market pullback, emerging markets fell after a new political crisis surfaced in Brazil, Britain logged its lowest unemployment rate since the 70’s, German voters indicated support for status-quo leadership, and thought leaders focused on the Italian elections, where we are in the economic cycle, and why investors shouldn’t be too worried about low volatility and low trading volume…

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May 15, 2017 – Weekly Market Commentary

US inflationary pressures heat up, the Bank of England leaves rates unchanged, two powerful oil producers backed a production cut extension, market volatility hits a 23 year low, and thought leaders focus on why overseas markets may be more attractive than the US, why the Q1 earnings rebound is a sign of sustained economic strength, and how the current economic “sweet-spot” is a solid foundation for the US bull market…

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May 8, 2017 – Weekly Market Commentary

France elected a new president, the Fed left rates unchanged, the Senate passed a spending bill funding the US government through September, eurozone growth gained significant momentum, and thought leaders focused on why investors are underestimating bond market risks, why equities should continue climbing higher, and the challenges facing the new French president…

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