Market Commentary

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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What Does the Future Hold for This Bull Market?

August 25th, 2018
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The middle of last week marked the longest bull market in history, while we saw some indications of a NAFTA Deal and more tariffs. Read on to get the details…
Do We Have a NAFTA Deal? There were some indications this week that the United States may be in the final stages of a revamped NAFTA agreement with Mexico,[…]

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Earnings Are Strong, But Could This Development Be Cause for Concern?

August 11th, 2018
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Earnings are strong but could downward revisions be a reason for worry? Read on to get the details…
Earnings are Strong, But There May be a Cause for Concern – we now have Q2 results from 381 S&P 500 companies, and the numbers are robust.[…]

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What You Need to Know About FAANG Stocks, Google, Apple and More!

July 21st, 2018
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This week was packed with newsworthy headlines as Netflix missed first quarter estimates, Google faces EU penalties and Apple and Amazon fight to the finish for a trillion valuations. Read on the get the details.
Appealing the Mega-Merger — the U.S.[…]

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Could This Trade Threat Actually Be Recessionary?

July 7th, 2018
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Trade seems to be the topic of the week as Axios reports Trump privately mentioning that he may want to leave the WTO, which would upend a 70+ year old institution representing trillions of dollars of trade. Additionally, tariffs on the auto industry could affect millions of U.S.[…]

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What Does the Future hold for Earnings?

June 9th, 2018
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What “counter measures” have been taken in response to steel and aluminum tariffs and what does the future hold for earnings? Read on to get the full story…
Showdown at the G-7 – Traditionally, the G7 (Group of Seven) Council on Foreign Relations is an amicable meeting between the U.S.,[…]

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Tax Cuts, Trade War and Eased Bank Regulation – What’s Next?

May 27th, 2018
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This week Congress decided to roll back several bank regulations (Dodd-Frank law) while Trump announced that more tax cuts could be on the horizon. Get the details by reading on…
Congress Eases Dodd-Frank Bank Regulation – in a rare bipartisan effort,[…]

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What Could the Rising Bond Yield Signal for Investors?

May 19th, 2018
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This week the 10-year Treasury finally crossed the 3% threshold. But, what could a rising 10-year yield signal for investors? And how could the tariffs on Japan and China affect the market? Read on to get the details…
Bond Yields Cross Key Threshold – much has been made in the bond world about the 10-year Treasury’s march to a 3% yield – a level it has not seen since July 2011.[…]

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Oil Prices Rise – How Could This Affect the Market?

May 12th, 2018
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With Trump’s announcement to leave the Iran deal, all eyes are on the oil market and how it will react. Additionally, China and the U.S. plan to talk through trade deficits. Read on to get the details…
Oil Prices on the Rise – Crude oil prices surged above $70 this week,[…]

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What is Giving Investors Confidence?

April 24th, 2018
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Some of the world’s most valuable commodities saw price gains this week while financial stocks seem to be lagging. But the question is why? And what gives us confidence for the year ahead? Read on to get all the details!
Commodity Prices Surge – some of the worlds’ most valuable commodities – oil,[…]

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