Key Takeaways With the 2020 presidential election less than a year away, the relationship between politics and stock markets is likely to be dissected endlessly by pundits. Historically, the strength of the economy matters more than politics...
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Key Takeaways Impeachments are rare events. Limited history shows that the stock markets, over the long term, are less focused on political drama and more on the overall strength of the US economy. While it would be unfair to say markets don’t...
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Key Takeaways The S&P 500 is off its high on heightened trade tensions, a lower than expected Fed rate cut, and a series of negative headlines in August. Bonds have posted strong returns this year as negative-yielding debt balloons to $15...
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Key Takeaways Historically stocks go higher after the first Fed rate cut. Not all fed rate cuts are created equal. For the stock market, the state of the economy when the Fed begins to cut rates is key to its success. While stock markets have set...
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Keeping Your Portfolio Cool in the Summer Heat U.S. stock market fell during the month of May as trade tensions and fears of global growth slowdown took center stage. The bond markets also continue to send warning signals as yields on short term...
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Deal or No Deal – The Trade War Continues Tariffs once again took center stage last week after taking a back seat since the fourth quarter of 2018. Market volatility resurfaced, on concerns of the potential negative impact on the U.S. economy...
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The Latest U.S. GDP Reading Deserves a Closer Look To the surprise of investors and economists alike, the U.S. economy, as measured by the GDP, grew by 3.2% in the first quarter of 2019, blowing past consensus estimates of 2.3% growth. While the...
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Mixed Signals on the Economy from Stocks and Bonds The stock market kicked off 2019 with a bang as investor confidence in the U.S. economy rose, due to an accommodative fed, higher corporate earnings and a truce on the trade war with China. At...
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