Posts Tagged ‘inflation’

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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January 9, 2017 – Weekly Market Commentary

The Fed minutes indicated a positive economic outlook under the Trump administration, a key member of the UK’s Brexit team resigned, eurozone inflation showed signs of gaining traction, and thought leaders voiced their opinions on whether or not the dollar bull market will continue, why a stronger dollar could lead to structural headwinds in the US, short term expectations for US and UK equities, and how global growth is supporting risk-on investments…

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