Posts Categorized: MARKET THOUGHTS

20,000, A Paper Giant?

This past week the Dow Jones crossed 20,000 points for the first time ever! This historic event comes amid concerning data that could indicate we won’t be here long… US Data The data from last week reflected some softening factors for the economy. 4th Quarter GDP, released on Friday, came…
Read More

From Doves to Tweets

For several years now, markets have focused almost exclusively on the Chairperson of the Federal Reserve Board (FRB). In the last 3 months, we have seen an extreme shift in that attention… Since the US election, the markets have experienced the ‘Trump Bump’. The positive trend in economic data during…
Read More

Dollar Conundrum

Markets were little changed over the last week as earnings got under way. Mid-week turbulence was barely noticeable as the markets pulled back gains from earlier highs. There was little economic data, causing the focus to shift to a speech mid-week by President-Elect Trump. The speech called for reforms in…
Read More

Eurozone Resurgence?

Eurozone data is improving even with the activation of Article 50 looming in the first half of the year. What does this mean for the Eurozone outlook in 2017? Headwinds are formidable for the EU. Floundering inflation, Brexit, a referendum in Italy that could lead to “Italeave”… dumb names… As…
Read More

2016 Rear View Mirror

With 2016 behind us, there is plenty to look back on and plenty more to infer regarding 2017! The year started like a derailed train. Oil was sinking to new lows as the supply glut was strangling prices. Economic data out of China tumbled during the first month and a…
Read More

Over Promise, Under Deliver

Markets remained relatively flat across last week. Wednesday’s rate decision being the event of the year, came with lackluster fan fair from equity markets. The Federal Open Market Committee (FOMC) came to the much telegraphed decision to raise the Fed Funds Rate .25% on Wednesday. The newest piece of information…
Read More

2 Headwinds to Fear

In the last month, markets have strongly rallied. With valuations rising to all-time highs, what could bring the markets back to earth? Data from this last week supported additional advances in the market. ISM non-manufacturing index climbed to 57.2 from 54.8 last month, a strong indication of consumer strength. Consumer…
Read More

Housing vs Economy

Markets surged to all-time highs this past Friday. A surge that could be short lived… Economic data across much the week supported market performance. This also continued to firm the case of a Federal Reserve Board (FRB) rate hike at the meeting December 13-14. OIL This coming week brings an…
Read More

Welcome to The Table!

There is a renewed promise of fiscal policy contributing to economic growth. Does this promise bring potential or risk??? Monetary policy has been carrying the weight of stimulating economic growth for years. Now that Washington will not be divided, there is increasing likelihood that we will see fiscal policy join…
Read More

Trump Card

The election sent a shock wave through markets, both domestic and international, but not quite in the way expected… Over the prior weekend it was announced that the FBI had not changed its conclusion regarding Secretary Clinton’s email investigation. Monda, markets rallied heavily; it was believed by many that markets…
Read More