Posts By: Jason Roque

Low, Low, Low | September 21, 2018


Congratulations US economy, chugging along at new market highs! These highs came on the back of low tariffs, low new unemployment claims, and low dollar. Low Tarrifs New tariffs were announced early last week. This typically would spur a negative response from markets, however this time, markets were pleasantly surprised….
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False Hope? | Market Thoughts | September 14, 2018

Favorable data, favorable returns… Globally markets expanded last week giving us reason to be happy. Is it a false hope? Consumer confidence heading into the 4th quarter is the highest it has been since March, which led into a quarter where GDP did 4.2%. Make no mistake our confidence translates…
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Trip Around the Globe | September 7, 2018

Trip Around the Globe

It was a busy week, with data from across the globe impacting markets. Here is a trip around what happened. Tariffs, of course… Tariffs did not happen last week! The White House was able to impose $200B in tariffs on Thursday but has yet to pull the trigger. The potential…
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Life Support | August 31, 2018

The yield curve is on life support and the dynamics that impact it from week to week merit watching! Here is what moved the curve last week. Tariff Talk President Trump announced $200B in additional tariffs slated for September 6th. Markets reacted negatively to the news, but not as sharply…
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Shifting the Curve | August 24, 2018

Last week marked a major shift in Federal Reserve Board (FRB) language–a  shift that could impact the yield curve and extend this bull market! Week’s News Last week Wednesday marked the passing of a major milestone. Until that time, the bull market from 1990 to 2000 was the longest bull…
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