Market Commentary

Fed holds rates, IPOs help smaller firms, China trade news

June 24th, 2019
  |  

2019 rate cut possible, the latest in the China trade saga, unpredictable IPO rewards

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What the recent oil price drop means

June 24th, 2019
  |  

Inventories are high, demand is slowing … but Iran tensions could send prices back up

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Bull market record, huge aerospace merger, Fed chairman challenge

June 19th, 2019
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Economic expansion nears 10 years, big banks seek regulatory decisions, plus more

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Economic data suggests slowing growth, possible recession

June 19th, 2019
  |  

Recession indicators point to end of 10-year economic expansion

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5 key geopolitical risks for investors

June 3rd, 2019
  |  

International waters are starting to heat up, as multiple
conflicts are testing the U.S. and global markets at once. While the countries
(and regions) below may look like the usual suspects, the conflicts are new and
the stakes are higher. Here are 5 areas that we think investors need to keep a
close eye on moving forward.[…]

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5 key themes for your summer portfolio review

June 3rd, 2019
  |  

For many families and investors across America, the summer
months are a time for vacations, having the kids and grandkids out of school, and
less stress at work (hopefully). For the markets, the summer months tend to follow
a somewhat similar path with historically low volumes – though volatility generally
likes to stick around.[…]

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Bullish or Bearish? Here is My View

May 28th, 2019
  |  

I’m Still Bullish
Until Proven Otherwise

On the surface, it looks like the bull market is hitting
resistance on multiple fronts. Just when many market participants thought a
trade deal with China was in the offing, talks broke down and tariffs went up –
the exact opposite of a ‘market friendly outcome,’ in my view.[…]

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S&P plunges, Small business jobs unfilled, Apple app fight

May 21st, 2019
  |  

The S&P 500 saw the biggest one day drop since January 3
while Apple gears up for a law suit and small businesses face a challenge in
the current labor market. How could these stories affect the markets? Read on
to get the details.[…]

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Are investors abandoning small-cap stocks?

May 21st, 2019
  |  

The stock
market has not responded well to indications that the U.S.–China trade dispute
is falling off course. I’ve written many times that Fed policy, corporate
earnings, and the China trade deal would be three key drivers of market returns
in 2019,[…]

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Is inflation a thing of the past?

May 13th, 2019
  |  

‘Inflation’ used to be a word that, when
discussed in economic circles, often dealt in worrisome implications – fear of
too much inflation or concern over not enough inflation (or at worst,
deflation). Rarely have we seen inflation running at subdued,[…]

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