Posts By: Jason Roque

The Tax Trade | November 17, 2017

The week was little changed when you look at the open on Monday and the close on Friday. There is more to it when you look at how tax reform moved the markets. The lack of movement is a bit deceiving, however, as markets ebbed and flowed on news related…
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Not So Smart Money | November 10, 2017

Markets have surged over the past year on the back of strong earnings, subdued inflation, and the hope of fiscal and financial reform. Earnings As markets continue to set new all-time highs each week, investor support has yet to wane. In the last several weeks, third quarter earnings have been…
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Around We Go! | November 4, 2017

There was meaningful activity from every corner of the globe last week. It all translated into markets gains for the week, but not without concerns… US In the US we saw modest growth as the GOP released the proposed tax reform that they intend to pass before Thanksgiving. More impactful…
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Glitch in Central Banking | October 27, 2017

Last week was a big week for the European Central Bank (ECB). They had a chance to out-do the Federal Reserve Bank (FRB), did it happen? The ECB was widely expected to announce the tapering of their bond buying program last week. They currently are purchasing sovereign EU debt at…
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All-Time Highs! | October 20, 2017

Markets tapped all-time highs last week. What pushed it: Corporate earnings, NAFTA negotiations, or Senate action on tax reform? Corporate earnings have been favorable, which extended the market gains early in the week. 80% of S&P 500 companies reporting (17%) have exceeded earnings expectations; this is a very optimistic start…
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