Posts Tagged ‘Market Commentary’

December 4, 2017 – Weekly Market Commentary

The Senate passed tax reform legislation, US GDP estimates were revised upward, OPEC and Russia extended oil cuts, the Fed discussed cryptocurrencies, and thought leaders focused on the impacts of automation on the labor market, and why historically high market valuations may weaken future returns.

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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.

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November 13, 2017 – Weekly Market Commentary

Major global economic leaders advanced a trade deal without including the US, the Senate unveiled its version of the tax bill, the eurozone is expected to grow at its fastest pace in 10 years, oil prices rose to two-year highs, and thought leaders focused on why bond investors may rattle the equity markets and why emerging markets are poised for further gains.

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November 6, 2017 – Weekly Market Commentary

Trump nominated a new Fed chair, the Bank of England raised rates for the first time in a decade, the new tax bill has multiple points of contention, Spain ramped up its actions against Catalan’s leadership, the US jobs report came in below expectations, and thought leaders focused on what is needed to push interest rates back to “normal” levels, and the recent rebound in productivity.

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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 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.

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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 9, 2017 – Weekly Market Commentary

The headline jobs numbers disappointed but underlying data was positive, the VIX hit a historic low, the House passed a budget resolution, and thought leaders focused on why tax reform is becoming increasingly important for the markets, investing opportunities driven by diverging monetary policies, and why wage growth and inflation may finally be hitting their stride.

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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 25, 2017 – Weekly Market Commentary

The Fed announced plans to unwind its balance sheet, peripheral eurozone economies are catching up to core leaders, global growth forecasts are anticipating the largest increases since 2011, the Bank of Japan left its monetary policy plans unchanged and thought leaders focused on the downtrend in stock buybacks, why consumer spending levels have been so low, and what extremely optimistic investor sentiment levels mean for the markets.

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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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