Posts By: Jason Roque

The Path Forward | July 27, 2018

It was a busy week–from corporate earnings to central bank meetings. What moved markets and what leads the path forward? Earnings The most dramatic shift as a result of earnings was in Facebook, as they fell 19% on Thursday. This came after their forward guidance warned of lower profits due…
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Happy Birthday, FFS! | July 20, 2018

Happy birthday, FFS! There is plenty going on this past week, with Tariffs, Fed Independence, and corporate earnings… We will get back to reviewing the week’s activity next week, but today we want to take a moment to say thank you! Thank you to all our clients and the support…
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FRB Hangover | July 13, 2018

Man, can the Federal Reserve Board (FRB) throw a hell of a party!  9 years and we are still not feeling the hangover; when will it come? A decade ago the FRB reduced interest rates to the zero bound.  They also managed to build a hefty balance sheet, $4.5T; all…
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Trade Reality | July 6, 2018

After months of trade threats by both the US and China, the threats came to fruition last week. How will the markets respond?   There is expected to be an overall rise in consumer costs as producer costs will rise with tariffs. This makes inflation a concern in the near…
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Low For… Ever? | June 29, 2018

The mantra for the last decade has been ‘low for long’. Is it possible that we could be looking at ‘Low For… ever?’ Here is some background on ‘Low for long’…  It refers to low interest rates for a prolonged period. The benefit of low for long is the reduced…
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