Market Commentary

How to React to Recent Volatility

October 15th, 2018
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The S&P 500 and global markets took a steep drop significantly this week, declining -3.26% and -2.41% (ACWX), respectively on Wednesday alone. Stocks were led down by the technology giants, with the Nasdaq falling an even further -4.08%.1 Many clients and readers are concerned,[…]

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Inside the Markets Dip into Correction Territory

October 13th, 2018
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This week was a rocky one as the S&P posted sharp declines beginning on Wednesday and tech regulation came to the forefront with news that Google+ users’ data was hacked. Get the details by reading on…
Stocks Endure Sharp Selling —[…]

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3 Risks to Rising Stock Prices

October 8th, 2018
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The S&P 500 notched a stout +7.2% gain in the third quarter, in spite of bubbling trade disputes, rising interest rates, and concerns about currency and debt in the Emerging Markets. Q3 marked the S&P 500’s best quarterly performance in nearly five years (Q4 2013).[…]

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Could Euphoric Sentiment Lead to a Bubble?

October 6th, 2018
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The U.S., Canada and Mexico finally reached a deal for NAFTA while the 10-year treasury signals growth in the future. But while euphoric sentiment spreads, what are the odds of a bubble forming? Get the details by reading on…
10-Year U.S.[…]

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Is There a Tipping Point to This Trade War?

October 2nd, 2018
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The trade dispute between the U.S. and China grew last week, as the Trump administration enacted 10% tariffs on $200 billion of Chinese imports and China retaliated immediately with 10% tariffs on $60 billion of U.S. goods. For those keeping score out there,[…]

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Does Investor Confidence Mean a Bullish or Bearish Signal?

October 1st, 2018
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The market is currently hitting all-time highs while consumer confidence is up. But, what does this truly signal for the market – is it bearish or bullish? Read on to get the details…
All-Time Highs – the trade and inflation worries that seemed to weigh down the markets in the first half of the year have seemingly subsided,[…]

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What You Can Learn from the Financial Crisis 10 Years Later

September 24th, 2018
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10 years ago last week, on September 15, 2008, Lehman Brothers filed for bankruptcy. At the time, few investors, analysts, or investment professionals fully understood the extent of damage the Lehman event would ultimately cause.
The S&P 500 fell by -28% in just 22 days,[…]

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Inside the Trade War, Stock Market Rotation and More

September 22nd, 2018
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The trade dispute between China and the U.S escalated this week while the sector with the biggest gains in September may surprise you. Read on to get the details…
‘Economic Cold War’ with China? The bubbling trade dispute with China got new legs this week,[…]

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How to Navigate a Market at All-Time Highs

September 18th, 2018
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Economic data is arguably firing on all cylinders:

For the first time in ten years, the GDP growth rate is higher than the unemployment rate1;
The August edition of the Institute for Supply Management manufacturing index showed the strongest expansion of manufacturing activity since May 2004;[…]

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Should You Brace for Volatility in September?

September 10th, 2018
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Emerging Markets (EM) have taken a beating recently while history shows that September could be a volatile month. Read on to get the details…
Emerging Markets Currencies in Trouble? Emerging Markets (EM) have taken a beating lately. If one considers EEM a good barometer for Emerging Markets equity performance,[…]

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