Posts Tagged ‘GDP’

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.

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January 29, 2018 – Weekly Market Commentary

The ECB called out the US for talking down the dollar, US Q4 GDP showed a slight slowdown, OPEC may extend oil cuts, the dollar hit a 3-year low, and thought leaders focused on the potential for a market melt-up, why we are not yet in a bubble, and how the underlying economic foundation indicates further room to run for the bull-market.

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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.

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October 30, 2017 – Weekly Market Commentary

The House passed the budget and paved the way for tax-reform, the ECB kept stimulus measures in place, the US economy was unphased by the recent hurricanes, Catalan declared independence from Spain, and thought leaders focused on positive earnings reports and how investors on the sidelines can fuel further appreciation in equities.

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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 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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June 19, 2017 – Weekly Market Commentary

The Fed hiked interest rates, the Bank of England edged closer to increasing UK interest rates, Brexit talks formally began, US CPI data missed expectations, oil hit a six-month low, and thought leaders focused on the trouble with not investing in the real economy, what could push US GDP below 2% this year, and why the market’s most popular sector may be riskier than it looks…

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May 1, 2017 – Weekly Market Commentary

US Q1 GDP disappointed, President Trump updated his tax proposals, the Nasdaq crossed 6,000 for the first time, EU governments took a hard stance against the UK, and thought leaders focused on the next steps in the French elections, and how corporate tax reform may affect global markets…

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January 30, 2017 – Weekly Market Commentary

US GDP came in lower than expected, the Dow Jones industrial average hit 20,000, the U.K.’s highest court ruled against the Prime Minister regarding Article 50, U.K. growth was positive but underlying problems still exist, and thought leaders gave their opinions on why earnings are more important than the Dow hitting 20k, why inflation still has room to run, the differences in how Trump and the Fed are viewing the economy, and why the bull market should continue to run under the new administration…

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