Posts Tagged ‘Earnings’

April 30, 2018 – Weekly Market Commentary

A historic meeting between Korean leaders, the Bank of Japan removes its inflation target goal, Q1 GDP came in above expectations, and thought leaders focused on the potential for a historic earnings season, why external selling pressures may be fading, and why the probability of blockbuster equity returns will decline in coming years.

Read More

February 26, 2018 – Weekly Market Commentary

The Fed expects to continue raising interest rates, a record number of S&P 500 companies issued positive EPS guidance, data suggests growing economic momentum but also rising prices, Warren Buffett offered his wit and wisdom in his annual letter, and thought leaders focused on the potential for rising rates to lead to rising debt servicing costs, why the economic expansion is poised to continue, and why momentum stocks still have room to run in 2018.

Read More

January 8, 2018 – Weekly Market Commentary

The Fed expects tax cuts to boost GDP, stocks had their best start to the year since 1999, analysts cut Q4 EPS estimates by the smallest margins since 2010, Congress restarted federal budget negotiations, and thought leaders focused on why global growth may peak in 2018, and why low volatility in the stock market may be explained by lower volatility in the bond markets.

Read More

January 2, 2018 – Weekly Market Commentary

US consumer confidence remained near 17 year highs heading into 2018, US crude oil prices closed above $60 for the first time in over 2 years, analysts are expecting a big year for S&P 500 earnings growth and profit margin, and thought leaders focused on economic problems the tax bill doesn’t solve and why the economy should continue its upward trajectory next year.

Read More

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.

Read More

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…

Read More