Macro Overview Markets seemed undeterred by political indecisiveness in Washington surrounding healthcare reform, which could affect upcoming tax reform in the fall that is hinged on the ability of passage by Congress. Even though lawmakers are coming under escalating pressure to demonstrate legislative progress, the inability of the House to pass healthcare legislation didn’t hold […]
Macro Overview International markets reacted in June as central banks throughout Europe and Asia signaled that monetary stimulus efforts were slowly being dispatched. The news propped up European currencies including the euro, pound, and Swiss franc as anticipated higher rates tend to bode well for currencies. Central banks from around the world are slowly curtailing […]
Macro Overview Political turmoil was not able to derail market momentum in May as the three major market indices continued on their upward trajectory. Delayed passage of stimulus driven legislation is reducing inflation expectations as markets anticipate an extended low rate environment. The Federal Reserve Bank of Atlanta’s closely watched GDPNow forecast model is predicting […]
Remember the 1990’s? We had a huge bull market and technology was booming. Watch this video for lessons learned from the 90’s and how it can help us be better investors today.
We are witnessing a public revolt against “globalism” in the EU. Voters see it as a tangled web of politics that can kill their economy and culture. Can you be in favor of free market capitalism and be pro-globalism? Globalism is defined as the attitude or policy of placing the interests of the entire world […]