1st Quarter 2020 Economic and Financial Markets Summary
In our January video, we indicated “this is certainly not the time to be overconfident,” that “markets are overdue for a 10% correction,” and to “use the recent run-up in stocks as an opportunity to rebalance portfolios.”
Our guidance was not about the coronavirus — we simply believed stocks were overextended in the short-term and investors were likely to find an excuse to take profits. The excuse turned out to be COVID-19. So, what can investors expect in the coming months? Is the COVID-19 sell-off an event-driven bear market or a structural bear market? Watch our latest video to find out.
4th Quarter 2019 Economic and Financial Markets Summary
At this time last year investors were licking their wounds after the S&P 500 Index dropped 20% in the last few months of the year. How did markets perform during the year? Continue reading
3rd Quarter 2019 Economic and Financial Markets Summary
If it seems like headlines are dominating the financial news more than usual, you are not alone. While headlines can certainly rattle financial markets, the impact is most often short-lived as fundamentals win out over time. The 3rd quarter of 2019 is a good example where fundamentals prevailed over headlines. So, how did markets close out the quarter? Also, what can investors expect from the stock market going forward? Watch our latest video to find out.
2nd Quarter 2019 Economic and Financial Markets Summary
1st Quarter 2019 Economic & Financial Markets Summary
4th Quarter 2018 Economic & Financial Markets Summary
How did markets close-out 2018? Are we in the beginning of a global slowdown and if so, will a slowdown turn into a U.S. recession? Will trade talks with China produce real results or will the trade talks end up with more tariffs and a deeper trade war? With Democrats taking control of the House of Representatives, will Republicans and Democrats escalate politics to the point of derailing the U.S economy? What can investors expect from stocks in 2019?
3rd Quarter 2018 Economic & Financial Markets Summary
The earnings driven bull market continues to grind higher with record highs achieved in late September for all the major US indices. With the U.S. stock market near record highs, are the good times about to end? Are there any cracks in the bull market? How will markets perform for the remainder of the year?
2nd Quarter 2018 Economic & Financial Markets Summary
The trade war between the U.S. and China is heating up. What is a trade war and how does impact investors? How did markets fare in the first half of 2018? What can investors expect in the second half of 2018?
1st Quarter 2017 Economic & Financial Markets Summary
Why has volatility returned to the markets after a 2+ year hiatus? Watch our latest Markets Summary Video to find out.