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June 05, 2018 | Market Commentary
Italian Politics Roil Markets In late May, initial attempts in Italy to form a coalition government between the populist Five Star Movement and the far-right League failed, sparking a political crisis and market turmoil. Italian bond yields surged and the debt of other periphery EU countries …
April 24, 2018 | International Markets
Quarterly Market Review Following last year’s relative tranquility, global equity market volatility picked up during the first quarter of 2018. Market gyrations first materialized in early February, driven by an increase in reported wages for US workers that came in well above consensus …
April 13, 2018 | Investment Themes
Global stocks have experienced extraordinary returns over the past 18 months. Business and investor optimism has been high, corporate profits have been growing, and financial conditions have supported markets. Major economies across the globe have exhibited positive growth momentum while …
April 10, 2018 | Market Commentary
Recent news in the tech sector has been weighing on markets. An Uber self-driving car in Arizona killing a pedestrian, Facebook fighting a vicious public relations battle over user privacy and data collection, and President Trump repeatedly attacking Jeff Bezos and Amazon are just a sample of a …
April 04, 2018 | Market Commentary
Market Volatility Remains Elevated US equities suffered their worst week in more than two years last month on concerns that increasingly restrictive trade policies may disrupt global growth. Although US stocks recouped some of those losses the following Monday, the market gyrations on the heels …
March 22, 2018 | Market Commentary
The Disciplined Value Team puts recent market volatility in perspective, provides an update on the economy and equity markets, and offers their insight on what investors may encounter going forward. They also discuss company specific characteristics to look for at this point in …
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Financial AdvisorMarch 19, 2018 | Market Commentary
The Federal Open Market Committee’s two-day policy meeting begins tomorrow, March 20, and investors are assigning a high probability that policymakers will hike interest rates by 25 basis points. With respect to the inflation outlook, the magnitude and frequency of changes to the Fed funds rate …
March 02, 2018 | Market Commentary
Equity Volatility Returns The Dow Jones Industrial Average suffered two declines of over 1000 points in early February as inflation fears led to a spike in market volatility. This marked the first correction (a decline of at least 10% from a recent high) for US equities in over two years. While …
February 13, 2018 | Market Commentary
Looking Back: An Era of “Goldilocks” The past year brought cheer across the financial markets. The world saw synchronized global growth and soft inflation readings, and with the exception of recent market gyrations, volatility persisted near historically low levels. Nothing was “too hot or too …
February 08, 2018 | Market Commentary
The U.S. Economy US stocks began 2018 right where they left off, marching steadily higher. The synchronized global expansion persisted into the New Year, aiding US economic growth and supporting equity prices. Rising corporate earnings, tax reform, and elevated investor sentiment have each also …
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