Posts Tagged ‘Tax-reform’

January 8, 2018 – Weekly Market Commentary

The Fed expects tax cuts to boost GDP, stocks had their best start to the year since 1999, analysts cut Q4 EPS estimates by the smallest margins since 2010, Congress restarted federal budget negotiations, and thought leaders focused on why global growth may peak in 2018, and why low volatility in the stock market may be explained by lower volatility in the bond markets.

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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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December 18, 2017 – Weekly Market Commentary

The Fed raised rates, the final version of the tax reform bill was released, US consumers crushed spending expectations, the F.C.C. repealed rules governing internet traffic, and thought leaders focused on why a flat yield curve matters, and why tax reform and valuations are supporting the current bull market.

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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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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 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 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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