Market Commentary

  • June 3, 2019

    Weekly Market Commentary June 3, 2019   The Markets Tariff trouble. Just two weeks ago, the U.S. government lifted tariffs on Mexico and Canada. So, it was a surprise last week when President Trump tweeted the United States would impose an escalating tariff on all goods imported from Mexico until the flow of migrants to […]

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  • May 28, 2019

    Weekly Market Commentary May 28, 2019   The Markets During the past decade, the profitability of U.S. companies increased rapidly. Strong corporate earnings helped the U.S. stock market outperform markets in other nations by a significant margin. It’s also been a process that I have followed in your portfolio design during this period by often […]

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  • April 22, 2019

    Weekly Market Commentary April 22, 2019   The Markets And the answer is… A Jeopardy! contestant captured the nation’s attention last week by setting multiple records for the most money earned in a single episode. The other news of interest is that as of yesterday 80% of the companies that have reported earnings have exceeded […]

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  • April 8, 2019

    Weekly Market Commentary April 8, 2019   The Markets The first quarter of 2019 brought a welcome reversal. The U.S. stock market has delivered attractive returns year-to-date, suggesting investors anticipate strong economic growth ahead. The bond market has calmed down due to the Fed saying they were not going to raise rates. While a recession […]

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  • March 11, 2019

    Weekly Market Commentary March 11, 2019   The Markets The market hates surprises, especially when the surprise comes from a central bank. Last week, the European Central Bank unexpectedly reversed course and took a more accommodative stance on monetary policy in an effort to encourage stronger European economic growth. The Eurozone isn’t the only region […]

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  • March 4, 2019

    Weekly Market Commentary March 4, 2019   The Markets Is it a soft landing? Economists use aviation metaphors to describe the results of central banks’ efforts to manage rapidly growing economies. If the Federal Reserve lifts rates enough to prevent the economy from overheating without jolting it into recession, then it has engineered a soft […]

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  • February 11, 2019

    Weekly Market Commentary February 11, 2019   The Markets Central banks take a turn. At its first policy meeting of 2019, the U.S. Federal Reserve changed direction. After four rate increases in 2018, Chair Jerome Powell announced interest rates were on hold. Last week, banks in the United Kingdom, Australia, and India followed suit by […]

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  • December 10th, 2018

    Weekly Market Commentary December 10, 2018   The Markets We’re off to a slow start but if you step back a bit in time there is good news to digest about the market. The headlines keep promoting that the recent selloff’s have removed the positive performance year to date of 2018 of some of the […]

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  • November 26, 2018

    Weekly Market Commentary November 26, 2018   The Markets It was a turkey of a week. The United States and China continued to spar over trade and other issues. It is appearing that the market anticipates global economic growth could stumble if trade tensions escalate. However, the flip-side of this issue is that every time […]

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  • October 22, 2018

    Weekly Market Commentary October 22, 2018   The Markets The world remains full of opportunities and challenges. Although we’ve seen global markets moving in tandem in recent years, Sara Potter of FactSet pointed out, “…we’re starting to see the end of the synchronized global growth that has prevailed over the last two years. While the U.S. economy […]

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November 2019
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