Posts Tagged ‘Weekly Commentary’

May 15, 2017 – Weekly Market Commentary

US inflationary pressures heat up, the Bank of England leaves rates unchanged, two powerful oil producers backed a production cut extension, market volatility hits a 23 year low, and thought leaders focus on why overseas markets may be more attractive than the US, why the Q1 earnings rebound is a sign of sustained economic strength, and how the current economic “sweet-spot” is a solid foundation for the US bull market…

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May 1, 2017 – Weekly Market Commentary

US Q1 GDP disappointed, President Trump updated his tax proposals, the Nasdaq crossed 6,000 for the first time, EU governments took a hard stance against the UK, and thought leaders focused on the next steps in the French elections, and how corporate tax reform may affect global markets…

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April 24, 2017 – Weekly Market Commentary

Emmanuel Marcon and Marine Le Pen took the top spots in the first round of the French elections, British Prime Minister Theresa May called for early elections, the European economy continued to surprise on the upside, and thought leaders focused on why inflation may not be as strong as it looks, how the markets may react to the Fed trimming its balance sheet, what the French vote means for the markets, and why a poor Q1 GDP print doesn’t mean the economy is reversing course…

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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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April 10, 2017 – Weekly Market Commentary

The Fed minutes showed concerns over valuations and when to reduce the balance sheet, euro-area unemployment continued to improve, market data indicates skepticism that Trump will follow through with tax reform, and thought leaders focused on why the Fed’s balance sheet is important for the markets, why small cap stocks have been lagging this year, why the recent bond rally will continue, and why emerging market debt can continue its hot start this year…

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April 3, 2017 – Weekly Market Commentary

Consumer confidence exceeded expectations, the UK officially triggered the Brexit, Fed members spoke about their economic concerns and rate hike expectations, and thought leaders discussed the outlook for the UK during Brexit negotiations, what is driving the positive outlook for S&P 500 revenue and earnings growth, and what trade talks investors should be focused on this year…

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March 27, 2017 – Weekly Market Commentary

An important member of the Fed wants to reduce monetary policy accommodation, UK inflation surged, China’s shadow banks were hit by higher rates, the Euro zone economy showed signs of stabilizing growth, Japan got a boost from exports, the GOP health-care bill was pulled, and thought leaders focused on the historically wide spread between qualitative and quantitative economic data…

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March 20, 2017 – Weekly Market Commentary

The US Fed raised rates, the People’s Bank of China followed suit, the Bank of Japan kept its policies unchanged, a lone dissenter at the Bank of England caught the markets off guard, Theresa May gained power to invoke Article 50, and thought leaders focused on the potential effects of fixed income market complacency, and why the markets’ stability in the face of geopolitical and policy events indicates a solid foundation for further appreciation.

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March 13, 2017 – Weekly Market Commentary

Fed language and market expectations indicated a nearly 100% chance of a rate hike, the US jobs report was positive, Japan’s economy showed signs of life, and thought leaders gave their opinions on how the euro can survive this year’s election cycles, whether or not European election risks are being blown out of proportion, and why excessive borrowing following the financial crisis creates a difficult future environment for market returns…

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March 6, 2017 – Weekly Market Commentary

Fed officials touted the possibility of a March rate hike, Brexit legislation efforts took a step backward, the Dow continued its historic run, and thought leaders focused on what a March rate hike would imply for the economy, why Trump’s speech to Congress doesn’t make implementing his policy plans any easier, and why active management strategies may be gaining favor…

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February 27, 2017 – Weekly Market Commentary

The Fed minutes showed that members are gaining more confidence in the economy, existing home sales hit a ten-year high, a troublesome sector of the Chinese economy slowed down, the Euro-area economy surprised on the upside, and thought leaders focused on the potential pace of Trump’s policy agenda, the under-the-radar moves in the bond markets, and why European stock volatility is poised to increase over the next few weeks…

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February 21, 2017 – Weekly Market Commentary

Fed Chair Janet Yellen left a March rate hike on the table, U.S. consumer prices rose the most in 4 years, UK wage growth outpaced the recent rebound in inflation, and thought leaders gave their opinions on why the Fed could make a mistake raising rates, why European equities look attractive, two under the radar risks in the U.S. economy, and why the shine may be fading from equities over the near-term…

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