Posts Tagged ‘China’

November 20, 2017 – Weekly Market Commentary

The House passed its version of the tax reform bill, China’s economy took a step back, Japan’s economy beat expectations, oil prices were volatile on news from Norway, the U.S. yield curve was the flattest it has been in a decade, and Q3 earnings data showed that equities are poised for a strong finish to the year.

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More