Posts Tagged ‘Emerging Markets’

May 14, 2018 – Weekly Market Commentary

Trump withdrew from the Iran nuclear deal, oil prices hit their highest level since 2014, tame inflation boosted stocks, President Trump and Kim Jong Un set a place and date for their upcoming meeting, and thought leaders focused on the burden of high earnings expectations, why investors shouldn’t abandon emerging markets, and why watching the consumer price index is more important than yield curve flattening.

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June 5, 2017 – Weekly Market Commentary

Draghi said the ECB still needs monetary support, May jobs numbers missed big, and thought leaders focused on why Europe has a brighter economic outlook than the US, why policymakers are the most important factor of the global economy, why positive economic and earnings reports will continue fueling the bull market, and what is supporting the rebound in emerging market stocks​…

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May 22, 2017 – Weekly Market Commentary

Concerns in Washington led to a short-term market pullback, emerging markets fell after a new political crisis surfaced in Brazil, Britain logged its lowest unemployment rate since the 70’s, German voters indicated support for status-quo leadership, and thought leaders focused on the Italian elections, where we are in the economic cycle, and why investors shouldn’t be too worried about low volatility and low trading volume…

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April 10, 2017 – Weekly Market Commentary

The Fed minutes showed concerns over valuations and when to reduce the balance sheet, euro-area unemployment continued to improve, market data indicates skepticism that Trump will follow through with tax reform, and thought leaders focused on why the Fed’s balance sheet is important for the markets, why small cap stocks have been lagging this year, why the recent bond rally will continue, and why emerging market debt can continue its hot start this year…

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Q1 2017 Quarterly Review

The markets carried over the feeling of exuberance from the end of the year into Q1. US investors remained confident in the Trump administration’s ability to put campaign promises into
action, sending economic sentiment climbing higher. Investors took the US Fed rate hike and comments from the voting committee in stride. Globally, economic data continued to improve
which supported gains in developed markets and outperformance in emerging markets. The demand for risk assets remained robust with equities outperforming fixed income by a significant
margin.

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