Posts Tagged ‘Tax-reform’

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.

Read More

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

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.

Read More

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.

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

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.

Read More

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.

Read More

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.

Read More