Weekly Market Update – June 17, 2019

  Last Week U.S. Inflation Data Disappoints – Headline Consumer Price Index (CPI) data dropped to 1.8% year-over-year in May while core levels ticked down to 2%. Global Political Tensions Challenge Investors – Financial markets sorted through a number of […]

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Weekend Reading: EU Fiscal Policy, Brexit and Tariffs

The EU’s political landscape is undergoing a shift   The European Union (EU) is a political and economic union borne after World War II of a desire for harmony in a scarred and divided European continent. The original concept was […]

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Weekly Market Update – June 3, 2019

  Last Week U.S. Threatens Mexico with New Tariffs.  The U.S. threatened to implement escalating tariffs starting at 5% on all Mexican exports unless Mexico reached a solution to reduce migration flows towards U.S. borders U.S. Inflation Falls Short of […]

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Market Punished S&P 500 Companies Reporting Negative EPS Surprises in Q1

The market has rewarded positive earnings surprises in Q1 less than average   The market has punished negative earnings surprises more than average during this earnings season. Companies in the S&P 500 that have reported positive earnings surprises for Q1 […]

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Weekly Market Update, May 29th, 2019

  Last Week Manufacturing Data Dips Across all Major Regions – May’s Federal Reserve minutes showed that Chairman Jerome Powell’s colleagues also believe temporary factors are keeping inflation below the Fed’s 2% target. Australia and India Elections Boost Respective Markets, […]

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Investor Preparedness Checklist

Are you prepared for your financial future?   The U.S. Securities and Exchange Commission lists 12 steps to consider when investing. It’s crucial to know what to look for, where to find it, and who to ask! Getting your personal […]

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Fraudulent Digital Asset and “Crypto” Trading Websites

Before making any investment, carefully read any materials you are given and verify the truth of every statement   The U.S. Securities and exchange Commission has recently observed investment scams where fraudsters tout digital asset or “cryptocurrency” advisory and trading […]

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Earnings Season Update – May 10, 2019

To date, 90% of the companies in the S&P 500 have reported actual results for Q1 2019   In terms of earnings, the percentage of companies reporting actual EPS above estimates (76%) is above the five-year average. In aggregate, companies […]

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Weekly Market Update – May 13, 2019

  Last Week Global Equities Shift Lower on Trade. Renewed trade concerns helped drive global equities 2.5% lower and temporarily invert the U.S. yield curve at the three-month and 10-year tenors. Emerging market equities declined the most of the major […]

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Earning Season Update – May 3, 2019

To date, 78% of the companies in the S&P 500 have reported actual results for Q1 2019   In terms of earnings, the percentage of companies reporting actual EPS above estimates (76%) is above the five-year average. In aggregate, companies […]

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