Inflation

January 19, 2017

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The Markets In 2017:  Inflation, Stocks, Bonds, and Gold   Despite headlines declaring that the post-election rally is running out of steam as we head towards Inauguration Day, we continue to be optimistic about the prospects for the U.S. stock...
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October 27, 2016

Market Summary The key to global stock markets is the U.S. dollar and U.S. interest rates.  We have all seen U.S. interest rates rise, and that is potentially difficult for developed and emerging markets.  Developed markets will be impacted as...
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June 08, 2015

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Notable Trends in Global Markets Let’s look around the world at a few big trends. Trend number 1: inflation is coming back in the U.S. and in some countries where the currencies are falling — and this means interest rates,...
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April 07, 2015

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Don’t Fight The Central Banks European QE is ongoing, and we believe it will have the same effect in Europe that it did in the U.S. — boosting stock prices. We think that dividend-paying exporters will do particularly well. Europe...
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February 2, 2015

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Executive Summary 1. Low inflation in the crosshairs of global central banks. From rate cuts in India, Canada, Singapore, and Peru, to the initiation of a large sovereign-bond purchase program in Europe, governments and central banks around the world are...
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January 19, 2015

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Executive Summary 1. Investment themes for 2015. Low inflation, an improving employment picture, rising real disposable income, accelerating GDP growth, and a dovish Fed all continue to make a strong case for U.S. stocks in 2015. We favor companies with...
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February 27, 2014

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Two Key Themes That Are Not Widely Known —But Which Will Affect You and Your Life Substantially Key Theme #1: The Affordable Care Act (ACA) is going to change healthcare delivery in the U.S. in many ways… thus far, our research...
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December 26, 2013

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Investment Summary We remain bullish on U.S. stocks, and as we mention from time to time we remain bearish on the U.S. bond market. In our opinion, bonds have rolled over after a 30+ year bull market and we expect bond...
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November 21, 2013

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Janet Yellen As Fed Chair — What Does It Mean for Investors? Dr. Janet Yellen is a Keynesian and monetary dove. According to her writings, her speeches, and now her confirmation hearing, she believes that the U.S. economy is not operating...
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