Market Commentary

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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What Will Cause the Next Market Crisis?

September 3rd, 2018
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The next big market crisis will be caused by….
The short answer, unfortunately, is that no one can say for sure. But, we do have insight and a strong opinion about what will not cause the next crisis: toxic subprime loans and over-leveraged banks,[…]

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Corporate Earnings vs. Tariffs – Which Will Win Out?

September 1st, 2018
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As we enter a holiday weekend, good news seems to be a common theme with corporate profit earnings soaring and the GDP estimate for Q2 stronger than expected. Read on to get all the details…
Corporate Profits Soaring — the Commerce Department published its latest measure of corporate profits in the second quarter,[…]

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The Yield Curve’s Message to Investors

August 27th, 2018
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The yield curve is one of the most coveted of economic indicators, and for good reason – in my view, it can provide investors with useful insights about how the economy, stocks, and bonds could perform going forward. And at the end of the day,[…]

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