The market is said to always be climbing a “wall of worry.” Here are the current issues that are creating a new wall or helping to take down previous “walls of worry.” Financial global markets are drawing support from the effectiveness of ongoing vaccinations and improving economic signs. Consumer sentiment is re-evolving, resulting in rising consumer demand as pandemic anxieties …
Macro Overview May 2021
Last year’s Federal Government stimulus package was credited with helping both individuals and business weather a mandated shut down. However, the continued efforts to throw money at the waning crisis appear a bit short sighted as we take a closer look at the effort of a possible fourth stimulus package and the beginning of tax increases to pay for all …
Macro Overview March 2021
Every country in the world has handled the recent pandemic in different ways. One can even say every state in the U.S. has handled it differently. As a whole, as witnessed by the resurgence and resilience of our economic markets, the U.S. has handled it better than most. The effect of those efforts, most likely higher taxes and inflation, has …
Macro Overview February 2021
As we settle into the new year, we find the market influenced by an unexpected source, progress in vaccination distribution and new information on stimulus checks. Read on for additional information into these areas and more. Speculative trading among smaller retail investors raised concerns about how social media is influencing individual stock valuations. Recently popularized social news aggregation and discussion …
Macro Overview January 2021
The start of a new year brings renewed hope and optimism. Here is a quick look at the past years major events and government legislation affecting the market, interest rates, inflation, as well as the expected carry over into this year. The rollout of vaccinations will be a continuing news topic along with the long-term changes to consumer behavior as …
Macro Overview November 2020
With the election over, a lingering uncertainty has been removed as expectations of how fiscal policy and stimulus programs funded by government debt may evolve. Unfortunately, along with the increased clarity of possible new government policy, other things are becoming clearer as some economists and market analysts project eventual higher taxes along with an expanding fiscal debt. A politically divided …
Macro Economic Overview October 2020
Worries regarding a second wave of infections heading into the fall, election uncertainties, and wavering economic indicators contributed to a dubious September. Equities paused from their upward trajectory in September, with technology stocks repelling from their highs. Uncertainty surrounding vaccine deployment and the election are expected to influence market momentum and investor confidence. Election results will help determine the direction …
Macro Overview March 2020
Fear has been permeating capital markets worldwide as the impact of the coronavirus continues to evolve. Global economic forecasts have been revised downward by the International Monetary Fund (IMF) and the World Bank as factory closures, quarantines, and travel bans continue to hinder numerous industries. The Federal Reserve helped alleviate markets with a rate reduction announcement as a result of …
Macro Overview
A quick snapshot of where we stand at the end of 2019 and the past decade. Financial markets experienced a bountiful decade for stocks and bonds, as a low rate environment fostered by the Federal Reserve and technological advances driven by innovation, catapulted values higher. The 2010 decade was the first decade to avoid a domestic economic recession, with accelerated …
Macro Overview – August 2019
Trade tensions escalated as the U.S. announced a 10% tariff commencing September 1st on $300 billion of Chinese imports that haven’t yet been subject to any tariffs. The additional tariffs would essentially apply to nearly all imports from China. Another $250 billion in Chinese imports have already been subject to a 25% tariff for the past few months. While this …
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