Posts Tagged ‘Fed’

May 7, 2018 – Weekly Market Commentary

The Fed left rates unchanged, employment data missed expectations, European growth slowed the most in over a year, and thought leaders focused on the breakdown of a common stock and bond relationship, what has been driving the quiet commodity rally, and why soaring earnings haven’t been able to keep the market charge going.

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April 23, 2018 – Weekly Market Commentary

The yield curve flattened further, oil supply and demand move closer to normalizing, Trump named two more Fed officials, and thought leaders focused on improving S&P 500 profit margins, why a flatter yield curve may not spell disaster for this year and the risks and rewards of different Fed strategies late in the economic cycle.

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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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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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March 5, 2018 – Weekly Market Commentary

President Trump proposed metal tariffs, Jerome Powell completed his first congressional testimony as the new head of the Federal Reserve, China paved the way for its president to lead indefinitely, eurozone inflation slowed, populist parties scored big in the Italian elections, and thought leaders focused on which asset class has the most to lose from potential trade wars, and the market implications of the Italian election.

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February 5, 2018 – Weekly Market Commentary

The Fed left rates unchanged at Janet Yellen’s last meeting, US consumer spending continued to rise but at the expense of savings, consumer confidence remained near a post-recession peak and thought leaders focused on what is driving the market correction and why the 10-year Treasury yield is an important indicator for both stock and bond markets.

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December 18, 2017 – Weekly Market Commentary

The Fed raised rates, the final version of the tax reform bill was released, US consumers crushed spending expectations, the F.C.C. repealed rules governing internet traffic, and thought leaders focused on why a flat yield curve matters, and why tax reform and valuations are supporting the current bull market.

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October 16, 2017 – Weekly Market Commentary

Consumers are the most confident they have been since 2004, a December rate hike is looking increasingly likely, the IMF raised its expectations for global growth through 2018, President Trump signed an executive order to stop Obamacare subsidies, the Spanish government gave Catalan an  independence ultimatum, and thought leaders focused on what factors can keep the current expansion going late in the market cycle.

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October 2, 2017 – Weekly Market Commentary

Janet Yellen said that the Fed plans to raise rates despite low inflation, U.S. capital goods orders beat expectations, Republicans released a new tax reform framework, Q2 GDP was revised upward due to stronger business spending, and thought leaders focused on the difficulties of implementing new tax rules, the market implications of the German elections, and why the market rally will continue into Q4.

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September 12, 2017 – Weekly Market Commentary

Trump extended the debt ceiling deadline following the recent storms, Fed Vice-Chairman Fischer resigned, the dollar hit a 2-1/2 year low, the ECB talked about tapering its bond purchase program and thought leaders focused on what the broad-based global expansion means for the US stock market, and why international earnings may have more upside in the current market environment.

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September 5, 2017 – Weekly Market Commentary

North Korea tested its most powerful bomb yet, US GDP was revised higher, Harvey disrupted the energy markets, the EU said the UK is dragging its feet during Brexit negotiations, and thought leaders focused on what “quantitative tightening” means for the markets, and if the recent bout of volatility is a sign of things to come this fall…

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