The U.S. Market and Economy The U.S. economy is strong, although slowing from the very rapid growth of 2018. For 2019, we anticipate economic growth of 2.3% before inflation and 4.1% after inflation. U.S. stocks are in a volatile state with slow appreciation toward a rising market overall for 2019. Read more…
U.S. and World Outlook As we noted last week, the U.S. economy is still strong; the market fears that accompanied the sharp late-2018 correction are beginning to dissipate slightly, and investors are showing themselves willing to hunt for bargains. Some stocks have obviously reset to more attractive price levels; we Read more…
Market Summary We begin by wishing everyone a happy, healthy, and prosperous 2019. The U.S. stock market just concluded the worst week near the Christmas holidays in many years, and some stock market participants have been panicking. Then the economic news arrived yesterday morning. Mastercard [NYSE: MA] announced that holiday Read more…
The U.S. Economy and Market Why has the U.S. market had such a hard time while the U.S. economy and U.S. corporate profits are so strong? There are many ideas, but we believe the main causes of a weak U.S. market have been three: Trade fears; Fears that the U.S. Read more…
Market Summary The U.S. Market and Economy As we have been mentioning frequently in these pages, we continue to have a bullish view of the U.S. economy. More positive economic data surface each week. This week we learned that small business optimism in the U.S. is at the highest level Read more…
U.S. and Global Stocks: The U.S. Remains the Place to Be Here we are in September, and as we have mentioned before September is a month for market adjustments before we move into what is usually the strongest period for U.S. stocks, which is from October through April. There have Read more…
Market Summary The U.S. economy, GDP growth, consumer income, employment statistics, and corporate profits are very good. U.S. consumer spending is strong, and corporate profits for almost all economic sectors, including the consumer sector, are booming. Real GDP growth for the second quarter of 2018 was just revised upward slightly Read more…
Market Summary The bull market that began in March, 2009 has now become the longest in U.S. history. While corrections are possible at any time, and there are any number of potential catalysts for such a correction, we see nothing that suggests a bear market is imminent. The most important Read more…
The U.S. Economy and Stock Market Fundamentally, the U.S. economy continues to be strong, and recent data indicate that the trend will continue. Fundamental stock market indicators are bullish. Corporate profit growth is strong, exceeding 23% for the first six months. Strong corporate profits are positive and correlated with stock Read more…
Market Summary U.S. and World Outlook: Pivotal Influence Is the Value of the U.S. Dollar The U.S. dollar continues to be strong and this continues to disincentivize U.S. investors putting money into commodities, non-U.S. stock and bond markets. Simultaneously, the strong U.S. dollar incentivizes foreign investors to put money in Read more…
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