Posts Tagged ‘Europe’

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…

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April 17, 2017 – Weekly Market Commentary

US retail and inflation data surprised on the downside, President Trump made some key shifts away from his campaign rhetoric, and thought leaders gave their thoughts on the biggest risks in the markets, Federal Reserve expectations for the rest of the year, where to find opportunities in European markets, and why the upcoming earnings season is paramount to the future of the bull market…

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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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February 21, 2017 – Weekly Market Commentary

Fed Chair Janet Yellen left a March rate hike on the table, U.S. consumer prices rose the most in 4 years, UK wage growth outpaced the recent rebound in inflation, and thought leaders gave their opinions on why the Fed could make a mistake raising rates, why European equities look attractive, two under the radar risks in the U.S. economy, and why the shine may be fading from equities over the near-term…

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December 12, 2016 – Weekly Market Commentary

Tom Fairless – The Wall Street JournalECB Extends but Scales Back Stimulus, Whipsawing MarketsSummary:The European Central Bank (ECB) announced a continuation of its quantitative easing program but will begin reducing purchases in April 2017. The current program was scheduled to end in March 2017 but will now extend until at least December of next year. ECB President Mario Draghi said that stimulus is still needed to help get the eurozone economy back on track. European stocks reacted positively to the announcement given that central bank purchases help keep rates low which is a tailwind for risk assets. 

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