Current Investment Perspectives
Although US equities pulled back slightly last week, corp. results, earnings and revenues continue to show signs of improvement. Markets have remain buoyant with the S&P 500 at its all-time high of 2400.
Continue: May 15, 2017 Investment Perspectives
Equity markets around the world surged this week (with the exception of Canada and China) as they priced in a higher likelihood of Euro-area stability due to the results of the first round of the French Presidential election last weekend.
Continue: May 1, 2017 Investment Perspectives
The S&P 500 ended the week up 0.9% amid indications of possible movement around Pres. Trump’s health care & tax overhaul agenda.
Continue: April 24, 2017 Investment Perspectives
Global equities faltered for the week as concerns over geopolitical tensions in North Korea and Syria coupled with light market trading ahead of the long-weekend. The S&P 500 fell 1.1%, with cyclical sectors like financials and industrials taking a hit as investors moved into safe haven assets like gold.
Continue: April 17, 2017 Investment Perspectives
Stocks around the world seesawed in volatile trading as investors digested a number of political and policy developments. The S&P 500 ended the week down 0.24%.
Continue: April 10, 2017 Investment Perspectives
Economic data has been generally positive: Consumer spending was a bit soft in Feb. but did rise 0.1%; personal income growth was robust in Feb. up 0.4%; and Q4 GDP growth was revised up to 2.1%.
Continue: April 3rd, 2017 Investment Perspectives
The S&P 500 ended the week flat this week, as markets pared the Fed day rally. Additionally, President Trump’s budget proposal showed a nominal reduction in total funding to government agencies and his proposed budget cut to the National Institutes of Health sent healthcare stocks mostly lower.
Thematic Research Reports