Posts By: Jason Roque

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…
Read More

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…
Read More

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…
Read More

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…
Read More

Buying Sales? | October 13, 2017

Last week economic statistics were strong, but markets were fairly flat. Retail sales grew substantially, but did markets believe the data? August retails sales were negative 0.2%, mostly a result of the hurricanes reducing demand. September showed a much different reading as last week’s release revealed a robust increase of…
Read More