Market Commentaries

April 3, 2017 – Weekly Market Commentary

Consumer confidence exceeded expectations, the UK officially triggered the Brexit, Fed members spoke about their economic concerns and rate hike expectations, and thought leaders discussed the outlook for the UK during Brexit negotiations, what is driving the positive outlook for S&P 500 revenue and earnings growth, and what trade talks investors should be focused on this year…

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March 27, 2017 – Weekly Market Commentary

An important member of the Fed wants to reduce monetary policy accommodation, UK inflation surged, China’s shadow banks were hit by higher rates, the Euro zone economy showed signs of stabilizing growth, Japan got a boost from exports, the GOP health-care bill was pulled, and thought leaders focused on the historically wide spread between qualitative and quantitative economic data…

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March 20, 2017 – Weekly Market Commentary

The US Fed raised rates, the People’s Bank of China followed suit, the Bank of Japan kept its policies unchanged, a lone dissenter at the Bank of England caught the markets off guard, Theresa May gained power to invoke Article 50, and thought leaders focused on the potential effects of fixed income market complacency, and why the markets’ stability in the face of geopolitical and policy events indicates a solid foundation for further appreciation.

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March 13, 2017 – Weekly Market Commentary

Fed language and market expectations indicated a nearly 100% chance of a rate hike, the US jobs report was positive, Japan’s economy showed signs of life, and thought leaders gave their opinions on how the euro can survive this year’s election cycles, whether or not European election risks are being blown out of proportion, and why excessive borrowing following the financial crisis creates a difficult future environment for market returns…

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March 6, 2017 – Weekly Market Commentary

Fed officials touted the possibility of a March rate hike, Brexit legislation efforts took a step backward, the Dow continued its historic run, and thought leaders focused on what a March rate hike would imply for the economy, why Trump’s speech to Congress doesn’t make implementing his policy plans any easier, and why active management strategies may be gaining favor…

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February 27, 2017 – Weekly Market Commentary

The Fed minutes showed that members are gaining more confidence in the economy, existing home sales hit a ten-year high, a troublesome sector of the Chinese economy slowed down, the Euro-area economy surprised on the upside, and thought leaders focused on the potential pace of Trump’s policy agenda, the under-the-radar moves in the bond markets, and why European stock volatility is poised to increase over the next few weeks…

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February 21, 2017 – Weekly Market Commentary

Fed Chair Janet Yellen left a March rate hike on the table, U.S. consumer prices rose the most in 4 years, UK wage growth outpaced the recent rebound in inflation, and thought leaders gave their opinions on why the Fed could make a mistake raising rates, why European equities look attractive, two under the radar risks in the U.S. economy, and why the shine may be fading from equities over the near-term…

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February 13, 2017 – Weekly Market Commentary

US jobless claims fell indicating stability in the labor market, China continued to struggle with currency outflows, domestically focused UK businesses said that price increases are in order to cope with the weakening pound, and thought leaders gave their opinions on why the markets are underestimating the probability of a March rate hike…

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February 6, 2017 – Weekly Market Commentary

The Fed left rates unchanged and was encouraged by incoming economic data, the Bank of England left its policies unchanged and boosted its 2017 growth outlook, Parliament voted to allow Theresa May to invoke Article 50, the US jobs report showed strong hiring but slower wage growth, the Bank of Japan whipsawed markets with two different announcements on the same day, Trump began his efforts to roll back financial regulations, and thought leaders gave their opinions on which sectors will benefit the most from US tax reform and why US equity volatility has stayed so low…

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January 30, 2017 – Weekly Market Commentary

US GDP came in lower than expected, the Dow Jones industrial average hit 20,000, the U.K.’s highest court ruled against the Prime Minister regarding Article 50, U.K. growth was positive but underlying problems still exist, and thought leaders gave their opinions on why earnings are more important than the Dow hitting 20k, why inflation still has room to run, the differences in how Trump and the Fed are viewing the economy, and why the bull market should continue to run under the new administration…

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January 17, 2017 – Weekly Market Commentary

Retail sales signaled continued consumer strength, US small business confidence surged, Chinese exports contracted, the first step in repealing the ACA was taken, Theresa May’s Brexit goals pointed to a ‘hard landing’ for the UK, and thought leaders gave their opinions on why the EU should not let the UK off easy during Brexit negotiations, why the 10-year Treasury yield will be the most important number to watch in 2017, why a rebound in small business sentiment is key to economic growth, and what to consider when evaluating floating rate investments…

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January 9, 2017 – Weekly Market Commentary

The Fed minutes indicated a positive economic outlook under the Trump administration, a key member of the UK’s Brexit team resigned, eurozone inflation showed signs of gaining traction, and thought leaders voiced their opinions on whether or not the dollar bull market will continue, why a stronger dollar could lead to structural headwinds in the US, short term expectations for US and UK equities, and how global growth is supporting risk-on investments…

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