Macro Overview – May 2018

Kent Forsey, CFP® Bonds, Macro Overview, Oil Prices, Stocks

Here are a few more thoughts to consider as we attempt to understand the crazy market of 2018 thus far. Markets persisted on a capricious course in April following announcements regarding tariffs, rising rates, and geopolitical tensions, yet some economists and analysts expect that a tax cut driven rebound is possible. The 10-year Treasury bond yield reached 3% for the …

Macro Overview – April 2018

Kent Forsey, CFP® Lending, Macro Overview, Mortgage Rates, National Budgets, Taxes

Although the market is always climbing a wall of worry, consider these points as we try to make sense of recent market fluctuations. Markets were rattled in March as a looming trade war between China and the U.S. enhanced market instability.  The administration announced $60 billion in tariffs for Chinese imports, with a detailed list of products which will be …

Macro Overview – February 2018

Kent Forsey, CFP® Macro Overview, US Economy, World Economies

Last month gave us reason to think we may start to see a pause in stock market growth for a few months as valuations catch up but, also, lots of reason to believe that our economy will continue to grow. Rising interest rates weighed on equity momentum as the expectation of increased borrowing costs and inflation accelerated market volatility. Markets …

Macro Overview

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Economy, Macro Overview

It’s been said that the market is always climbing a wall of worry.  Here is a brief statement and status of those worries that the market is dealing with at the moment. The aftermath of Hurricanes Harvey, Irma, and Maria are expected to have uncertain affects on government data and continued ambiguity on economic activity. The hurricanes will distort economic …