Posts Categorized: MARKET THOUGHTS

Greece Steals the Show

As the world seems to lose its collective minds over Greece, economic conditions in Europe and the US seem to improve… But who cares when you have Greece! US There were several pieces of good news last week as continued signs of strengthening show up in our economy. GDP for…
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Holidays Galore!

So there were a ton of holidays last week, Independence Day, Canada Day, and of course there was the Greek 4 day Bank Holiday, yes, they called it a holiday… Last week Greece announced that they would put the EU conditions surrounding a bailout package to a public vote. They…
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One More Time to the Wall

Hopefully this is the last time for a long time we talk about Greece. With a 3 year bailout deal pending, 2018 should be the next Greek commentary… Clearly there is a battle here between existing debt concerns and growth concerns. Many people look at the situation and see Greece…
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Iran, Yellen, and China…

It was a busy week with developments around the world.  For once I am not talking about Greece! President Obama brokered a deal with Iran that will impact oil supplies, Janet Yellen testified in front of congress, and China’s GDP impressed. Iranian Oil With the recently brokered deal with Iran,…
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Highs and Lows

Just as clients likely though volatility was subsiding, we dive back into negative territory on the markets. What were the factors that played into the S&P falling from an all-time high on Monday to being down 2.19% for the week[1]? Quarterly Earnings In past quarters this has been a positive…
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Earnings and Doves

Earnings season has done a number on equities, as it should, but does this set us up for a strong third quarter? Earnings Disappoint As earnings season is fully underway we find the S&P hovering at 3.35% year to date and Dow Jones at 0.71% year to date at weeks…
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Supporting the Hawk

This past Friday jobs data was released, increasing the likelihood of a fed rate increase in September. That being said, there are reasons the fed should consider waiting… Economic data indicates a slowing US economy: The current moderate pace of economic growth may be softening. Many economic indicators came out…
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Deflation

If you thought this was about ‘deflategate’ you were wrong! Last week the Peoples Bank of China deflated the Renminbi (Ұ) twice. The cuts could leave a lasting impression on trade balance. It could also influence Federal Reserve Board (FRB) action. China Last week the Peoples Bank of China (PBOC)…
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Red Dusk

Volatility in China has poured over to the US. What is causing it, should it continue, and what impact will this have on the Fed??? China China continues to struggle through an economic slowdown. A lack of action by China’s central bank has been met with a broad sell off…
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Calmer Seas Ahead

As China has reeled from stock volatility and weak economic data, the US Markets managed to snap back last week on a flurry of positive data. US Data The economic data last week pumped life into a stock market that had slid into correction territory. Even better than strong data,…
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