Market Commentary

Fireworks, tariffs and the trade war with China

July 9th, 2019

Tariffs could impact $300 billion in consumer goods—including fireworks

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3 things that may move the market this year

July 1st, 2019

Geopolitical tensions, China trade, and interest rates could drive market movement

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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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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 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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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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What investors can learn from Q1

May 7th, 2019

The first quarter of the new year was an
encouraging one for equity investors. Stocks rallied strongly, and the media
buzz over trade wars and recessions slowly faded into the background. The
S&P 500 soared +13.6% in the first three months led by Technology stocks,[…]

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What Q1 earnings tell us about the year to come

April 29th, 2019

The Heartbeat of the
Stock Market: Earnings

There are a myriad of factors
influencing market movements right now: trade issues with China, the Federal
Reserve’s new approach to monetary policy, Brexit uncertainties, new
appointments to the Fed, and so on down the line.[…]

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