Posts Categorized: MARKET THOUGHTS

China on the Rise | June 23, 2017

China has been continually denied admission into the MSCI Emerging Markets (EM) Index. Last week that changed. Will this spell doom and gloom or prosperity to the China stock market? The MSCI index has denied access over the last three years out of concerns that many of China’s market policies…
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2 Keys to Disinflation | June 16, 2017

Recently, concerns have risen that disinflation could indicate that our economy is losing steam. 1) What is disinflation and 2) Why does it present a risk to our economy? What is disinflation? Disinflation occurs when inflation figures moderate. Prices are still increasing, but at a continued slower rate than in…
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Trouble in the Water! | June 9, 2017

Since the beginning of the year, markets have screamed ahead leaving many to wonder how long it can continue at this pace. Did a warning sign make itself apparent last week? Year to date (YTD) through June 9th the S&P 500 has grown by 8.62%. First quarter earnings were strong,…
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Jobs or No Jobs

The US markets reached all-time highs at the end of the week. But was the growth induced by growth??? The growth towards the end of the week was spurred on by weaker than expected jobs data. This market movement is not one spurred by earnings and growth, but rather the…
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Fed in Focus

The year started with great promise and has so far delivered. Can it keep progressing at this pace?   The year started with promise in the way of a fully aligned government focused on fiscal stimulus. There was hope of tax reform, financial deregulation, healthcare reform, and infrastructure spending. Everyone…
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Economic Peak? | May 19, 2017

Last week saw a return to volatility briefly as the Dow Jones experienced the largest losses for the year. Behind the scenes though, something was happening and economic growth appears to be re-accelerating… or was this the peak? Re-acceleration? Soft economic indicators have been expanding over the past six months….
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3 Opportunities | May 12, 2017

Markets have been reaching all-time highs while volatility reaches all-time lows.  Finding growth opportunities in the current market environment can be challenging.  Here are three areas of opportunity in the current environment. International Equities:  Weakness in the € and ¥ last year have translated into more competitive international companies.  Earnings are beginning…
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All Talk, No Action | April 28, 2017

[1] Everyone seems bullish on our economy when you look at confidence and sentiment data. This would typically be a great indication of forward looking consumption, but what does it mean in our current environment? Stock markets are near all-time highs and corporate earnings have rebounded strongly in the last…
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Volatility Shift | April 21, 2017

Over the last few weeks we have seen volatility increase, but not all of it has been bad. There was a period of 109 days where the market did not move 1% in either direction. There were many days where it did not move even .5%. However, in the last…
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