New Market Highs and Underperformers: Fundamentals Meet Technical Charts
The market celebrated a Dow Jones Industrial Average that reached 20,000 yesterday. Is this too much of good news? Is it sustainable and could it be that investors are carried away? Could a correction erase the good performance since November given the high market...Weekly Market Update
Market Action Defensive sectors (Consumer Staples, Telecommunications) led the market this week as stocks fell for the second consecutive week. Chinese GDP for 2016 grew at a rate of 6.7% according to data released Friday. While in the middle of the targeted range,...Shifting Regimes and Changing Winds: Reflections on Trade and Market Implications at the Dawn of a New Era
One of the main issues debated at the Davos conference this week is the possibility of a new trade regime, as President Trump takes office. Discontent with globalization and the talk – over a number of years – by the President himself, as well as by his designated...Weekly Market Update
Market Action Most major markets in the U.S., Europe and Asia slowed their rallies this week with U.K. the major exception. The country continues to benefit from a weaker pound lifting manufacturing and overall business activity. China’s trade surplus fell for the...Investment Outlook 2017: Part II
In last week’s commentary we covered mainly the initial outlook for equities. In today’s post we would like to present an initial outlook for other markets such as bonds, commodities, and foreign exchange. Let’s start with the debt markets and the implications for...Sign Up for Our Publications
