Posts Tagged ‘inflation’

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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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 19, 2018 – Weekly Market Commentary

Key inflation data shows weakness in US prices, Larry Kudlow will head the White House National Economic Council, bond traders are shying away from US Treasuries, and thought leaders focused on why rising rates may spell the end of the bull market, why short-term volatility shouldn’t keep investors out of the markets, and why the fallout from trade regulations will hit emerging markets first.

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February 20, 2018 – Weekly Market Commentary

US data showed more signs of strengthening inflation, President Trump unveiled an infrastructure spending plan, consumer sentiment rose to its second-highest level in more than a decade, the US 10-year Treasury yield hit a four-year high, and thought leaders focused on common misconceptions about stock market corrections and why real interest rates may be more important to the markets than inflation.

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September 18, 2017 – Weekly Market Commentary

Markets closed at record highs, the UK took a major Brexit step, US tax-reform could be backdated to January 2017, the Bank of England hinted at raising rates, US consumer inflation was higher than expected, and thought leaders focused on why central banks are not the most important factor affecting financial markets.

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August 21, 2017 – Weekly Market Commentary

Japan continued its longest economic expansion in a decade, eurozone peripheral countries are joining the recent expansion, Chinese data disappointed, the Fed is worried about low inflation, and thought leaders focused on why the markets are not topping out, and why we need to rethink how technology and consumer preferences are affecting headline inflation.

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August 14, 2017 – Weekly Market Commentary

Trump’s comments on North Korea rattled the markets, US inflation data came in lower than expected, VIX options trading set a daily volume record, and thought leaders focused on overvaluations in the bond markets, what insights can be gathered from trends in fund flows, and why the markets seem to be ignoring political dysfunction.

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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 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 24, 2017 – Weekly Market Commentary

Emmanuel Marcon and Marine Le Pen took the top spots in the first round of the French elections, British Prime Minister Theresa May called for early elections, the European economy continued to surprise on the upside, and thought leaders focused on why inflation may not be as strong as it looks, how the markets may react to the Fed trimming its balance sheet, what the French vote means for the markets, and why a poor Q1 GDP print doesn’t mean the economy is reversing course…

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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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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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