Posts Tagged ‘Japan’

November 20, 2017 – Weekly Market Commentary

The House passed its version of the tax reform bill, China’s economy took a step back, Japan’s economy beat expectations, oil prices were volatile on news from Norway, the U.S. yield curve was the flattest it has been in a decade, and Q3 earnings data showed that equities are poised for a strong finish to the year.

Read More

October 23, 2017 – Weekly Market Commentary

The Senate passed a budget bill, Brexit negotiations were delayed, Abe retained power in Japan, the Dow passed another milestone, and thought leaders focused on the takeaways from an annual meeting of global financial leaders, and why investors may want to add quality to their portfolios as the market run continues.

Read More

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.

Read More

July 7, 2017 – Weekly Market Commentary

Japan’s prime minister dealt a blow in local elections, Fed minutes showed discourse over inflation expectations, US employment data continued to improve, and thought leaders focused on what history tells us about periods of low volatility, key focuses for the second half of the year, risks to the global financial system, and how market valuations affect future returns and allocation decisions.

Read More

March 13, 2017 – Weekly Market Commentary

Fed language and market expectations indicated a nearly 100% chance of a rate hike, the US jobs report was positive, Japan’s economy showed signs of life, and thought leaders gave their opinions on how the euro can survive this year’s election cycles, whether or not European election risks are being blown out of proportion, and why excessive borrowing following the financial crisis creates a difficult future environment for market returns…

Read More