Current Investment Perspectives
US stocks set new record highs while shrugging off Washington concerns (not an easy thing to do). Investors seemed focused on earnings results, the latest commentary from the Federal Reserve, and an announcement that OPEC is extending production cuts in an effort to support oil prices.
Continue: May 30, 2017 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.
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