U.S. Economics Economic data continue to impress, with wages finally moving higher by about 3% year over year, and S&P 500 profits expected to rise by 15–16%. More positive news is that the U.S. has become a net natural gas exporter, and with the creation of several new gasification and Read more…
Market Summary The U.S. Economy – The Tax Bill good for U.S. Economy and Good for U.S. Stock Market Readers know that we are bullish on the U.S. economic outlook. The passage of the tax bill will create further impetus for economic growth in the U.S. We will not be Read more…
Market Summary The U.S. Economy U.S. economic data for the second calendar quarter came out yesterday, and they were very strong. According to the latest revision, U.S. GDP grew by 3% in the quarter, and was far above the estimates of almost all economists. For the third quarter, the most Read more…
Market Summary In the last few weeks, U.S. and world equity markets have exhibited the greatest period of weakness since January because of concerns that President Trump’s tax cuts and infrastructure spending will be delayed or abandoned — and at the same time, the arrival of fears due to Read more…
What the Fed Means For Your Portfolio World markets are facing a major change, as interest rates have begun a multi-year uptrend. U.S. and foreign economic data continues to improve. On many fronts, including employment, capital spending, salary increases, backlogs of orders, housing demand, retail sales of home-related items, and Read more…
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 market for over the next several months. Later in the Read more…
How China Could Boost Commodities In mid-2014, China’s foreign exchange reserves peaked at nearly $4 trillion. Since then they have been declining as China defends its targeted exchange rate against the U.S. dollar, and increasingly against a trade-weighted basket of its trading partners’ currencies. Reserves now stand at slightly more Read more…
Market Summary Over the next few months, we believe, the U.S. economy will grow, and certain industries are poised for more rapid growth in the immediate future. We see no U.S. economic recession on the near horizon, and without a recession, it is hard to see the U.S. market having Read more…
Market Summary Pundits Are Wrong Again: Europe Continues to Grow post-Brexit Prior to the Brexit vote, many pundits were pushing the narrative that Brexit fears would create a big decline in business’ expansion plans. They believed that the fear of future economic decline would make businesses want to retrench. It Read more…
Market Summary The U.S. stock market is moving sideways and slowly upward. World markets vary. Our favorites — Brazil and India — are doing well, while some other countries stumble. Gold and silver remain positive. Use dips to add to positions. The U.S. dollar is maintaining its sideways pattern, which Read more…
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