Posts Tagged ‘China’

April 16, 2018 – Weekly Market Commentary

China vowed to keep its economy open and avoid a full-scale trade war, US inflation data continued to trend higher, the Fed is confident that the economy will continue growing this year, and thought leaders focused on the potential for blockbuster Q1 S&P 500 earnings, why recent volatility drivers may fade from investors’ views, and why foreign stocks may be a better bet than US stocks over the long-term.

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April 9, 2018 – Weekly Market Commentary

Trade complications between the US and China continued, the new Fed Chair and vice chair of the policy-setting committee may not see eye to eye on potential trade risks, the S&P 500 tripled last year’s number of 1% price swings, and thought leaders focused on how tighter financial conditions affect stocks and why Washington isn’t all to blame for the recent surge in volatility.

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April 2, 2018 – Weekly Market Commentary

Washington crackdown on Chinese investment, Britain’s lagging economy, a new market for oil futures, Saudi Arabia gets promoted, politics are raising the prospects of economic uncertainties, and how to navigate the rapid increase in market volatility.

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March 26, 2018 – Weekly Market Commentary

The US and China traded tariffs, the UK and the EU crossed an important Brexit milestone, the Fed raised rates, and thought leaders focused on why there are still opportunities for investment in emerging markets and how the markets have realigned following recent sell-offs.

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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.

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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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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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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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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 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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