Posts Tagged ‘Oil’

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 23, 2018 – Weekly Market Commentary

The yield curve flattened further, oil supply and demand move closer to normalizing, Trump named two more Fed officials, and thought leaders focused on improving S&P 500 profit margins, why a flatter yield curve may not spell disaster for this year and the risks and rewards of different Fed strategies late in the economic cycle.

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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 2, 2018 – Weekly Market Commentary

US consumer confidence remained near 17 year highs heading into 2018, US crude oil prices closed above $60 for the first time in over 2 years, analysts are expecting a big year for S&P 500 earnings growth and profit margin, and thought leaders focused on economic problems the tax bill doesn’t solve and why the economy should continue its upward trajectory next year.

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July 31, 2017 – Weekly Market Commentary

The Senate suffered another setback in the battle to repeal the ACA, the Fed held rates steady, oil prices continued to rebound, and thought leaders focused on the markets entering uncharted territory, and how shifting market correlations create global opportunities and the need to rethink portfolio volatility hedges.

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June 26. 2017 – Weekly Market Commentary

Chinese stocks win inclusion into MSCI benchmark, oil prices slip into a bear market, US banks pass another stress test, and thought leaders focused on why the US expansion has a long way to go, the Fed’s relationship with inflation, and the argument for increasing allocations to foreign equities…

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