Posts Tagged ‘Trump’

March 5, 2018 – Weekly Market Commentary

President Trump proposed metal tariffs, Jerome Powell completed his first congressional testimony as the new head of the Federal Reserve, China paved the way for its president to lead indefinitely, eurozone inflation slowed, populist parties scored big in the Italian elections, and thought leaders focused on which asset class has the most to lose from potential trade wars, and the market implications of the Italian election.

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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 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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September 12, 2017 – Weekly Market Commentary

Trump extended the debt ceiling deadline following the recent storms, Fed Vice-Chairman Fischer resigned, the dollar hit a 2-1/2 year low, the ECB talked about tapering its bond purchase program and thought leaders focused on what the broad-based global expansion means for the US stock market, and why international earnings may have more upside in the current market environment.

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August 28, 2017 – Weekly Market Commentary

North Korea launched a missile over Japan, Congress looks towards the debt ceiling, the ECB President sent the euro soaring, the world is growing in unison for the first time in 10-years, U.S. home sales disappointed, and thought leaders focused on why the debt ceiling matters and whether or not there is a bubble in the bond market.

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August 7, 2017 – Weekly Market Commentary

The dollar fell for the 5th consecutive month, trading around Trump’s tax proposal loses its luster, the US jobs report surprised on the upside, and thought leaders focused on the potential bubble in the bond market, why the market may be ready for a healthy pullback, and “myths” that are turning investors away from investment opportunities.

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June 19, 2017 – Weekly Market Commentary

The Fed hiked interest rates, the Bank of England edged closer to increasing UK interest rates, Brexit talks formally began, US CPI data missed expectations, oil hit a six-month low, and thought leaders focused on the trouble with not investing in the real economy, what could push US GDP below 2% this year, and why the market’s most popular sector may be riskier than it looks…

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May 22, 2017 – Weekly Market Commentary

Concerns in Washington led to a short-term market pullback, emerging markets fell after a new political crisis surfaced in Brazil, Britain logged its lowest unemployment rate since the 70’s, German voters indicated support for status-quo leadership, and thought leaders focused on the Italian elections, where we are in the economic cycle, and why investors shouldn’t be too worried about low volatility and low trading volume…

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April 17, 2017 – Weekly Market Commentary

US retail and inflation data surprised on the downside, President Trump made some key shifts away from his campaign rhetoric, and thought leaders gave their thoughts on the biggest risks in the markets, Federal Reserve expectations for the rest of the year, where to find opportunities in European markets, and why the upcoming earnings season is paramount to the future of the bull market…

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Q1 2017 Quarterly Review

The markets carried over the feeling of exuberance from the end of the year into Q1. US investors remained confident in the Trump administration’s ability to put campaign promises into
action, sending economic sentiment climbing higher. Investors took the US Fed rate hike and comments from the voting committee in stride. Globally, economic data continued to improve
which supported gains in developed markets and outperformance in emerging markets. The demand for risk assets remained robust with equities outperforming fixed income by a significant
margin.

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A Lull in the Rally

Dow 20k has come and gone and the market rally is losing some steam. The recent sideways movement of the markets has us asking whether or not a pullback is in order.

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