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
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 …
Macro Overview – June 2018
Here are a few bullet points that are creating both fear and hope in our current markets. It’s also worth noting that the very same economic scenario that creates fear and uncertainty today can be a cause of hope and fiscal strength tomorrow. No wonder analysts have such a difficult time predicting the direction of the markets. Renewed fears of …
Macro Overview – May 2018
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
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
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
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 …
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