Macro Overview March 2021

Kent Forsey, CFP® Macro Overview, Oil Prices, Oil Production, Tax Returns, Taxes, Unemployment Rates, World Economies

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

Kent Forsey, CFP® COVID-19, Economic Update, Investing, Macro Overview, Stimulus, Stocks, Tax Returns, Vaccination

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

Kent Forsey, CFP® Consumer Spending, COVID-19, Inflation, Macro Overview

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

Kent Forsey, CFP® COVID-19, Economic Update, Inflation, Macro Overview, Presidential Election

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

Kent Forsey, CFP® Consumer Spending, COVID-19, Economic Update, Macro Overview, Presidential Election

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

Kent Forsey, CFP® COVID-19, Economic Impact, Macro Overview, Stocks, US Economy, World Economies

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

Kent Forsey, CFP® Client Education, Economic Update, Macro Overview, Taxes, US 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

Kent Forsey, CFP® Bonds, Dow Jones, Economic Update, Economy, Euro, Macro Overview, Stock Indices, Tariffs, World Economies

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 …

Macro Overview – February 2019

Kent Forsey, CFP® Debt Limit, Macro Overview, Stocks, Taxes

Here is a quick summation of the major issues that are driving market volatility both to the upside and downside on a daily basis. A resilient U.S. economy drove equity markets to the best January in 30 years, propelling stock indices to new year gains which had not been seen since January 1989. Job and wage growth skirted the government …

Macro Overview – September 2018

Kent Forsey, CFP® Client Education, Macro Overview, S&P 500, Stocks, US Economy

Here is a quick review of some recent issues affecting our economy from tariffs to emerging markets, history making gains to history making mandates. Trade and tariffs continued at the forefront of discussions among the U.S. and international trading partners.  Topics at hand included the North American Free Trade Agreement (NAFTA), the World Trade Organization (WTO), and safeguarding U.S. intellectual …