Posts Tagged ‘Brexit’

September 18, 2017 – Weekly Market Commentary

Markets closed at record highs, the UK took a major Brexit step, US tax-reform could be backdated to January 2017, the Bank of England hinted at raising rates, US consumer inflation was higher than expected, and thought leaders focused on why central banks are not the most important factor affecting financial markets.

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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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May 1, 2017 – Weekly Market Commentary

US Q1 GDP disappointed, President Trump updated his tax proposals, the Nasdaq crossed 6,000 for the first time, EU governments took a hard stance against the UK, and thought leaders focused on the next steps in the French elections, and how corporate tax reform may affect global markets…

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April 24, 2017 – Weekly Market Commentary

Emmanuel Marcon and Marine Le Pen took the top spots in the first round of the French elections, British Prime Minister Theresa May called for early elections, the European economy continued to surprise on the upside, and thought leaders focused on why inflation may not be as strong as it looks, how the markets may react to the Fed trimming its balance sheet, what the French vote means for the markets, and why a poor Q1 GDP print doesn’t mean the economy is reversing course…

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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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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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