2016 Recap

2016 Recap

The Markets as of January 3, 2017 What a difference a year makes! At the start of 2016, investors were rather pessimistic and risk averse, preferring bonds to stocks. By the end of the year, they were quite optimistic and preferred stocks to bonds. In between, markets...
The FED Turns Hawkish

The FED Turns Hawkish

The Federal Reserve put a hitch in the markets’ giddy-up last week. It wasn’t the Fed’s second interest rate hike in a decade that caused markets to stumble. December’s rate hike was old news before it happened. In mid-December, Reuters reported Fed funds futures...
Markets Experience Election Fatigue

Markets Experience Election Fatigue

“Verrrry interesting.” Arte Johnson’s catch phrase from Rowan & Martin’s Laugh-In may not have described U.S. stock markets last week, but there were some interesting economic, cyber-security, and consumer developments around the world. Major U.S. stock indices...
The Fed Resists Urge to Raise Rates

The Fed Resists Urge to Raise Rates

As expected… The dovish U.S. Federal Reserve left rates unchanged last week and markets celebrated. Across the globe, national stock market indices finished the week higher. In the United States, the Standard & Poor’s 500 Index and NASDAQ gained more than 1...
Rates are DEFINITELY Going Up… at Some Point… in the Future

Rates are DEFINITELY Going Up… at Some Point… in the Future

Last week, Wall Street was speculating about monetary policy with the enthusiasm of commentators trying to predict who will bring home Olympic gold. The Federal Open Market Committee (FOMC) is expected to introduce another rate hike before the end of 2016, according...
The FED Effects Sentiment

The FED Effects Sentiment

Everyone makes mistakes. Some people learn from them. In GMO’s March 2016 white paper, James Montier and Philip Pilkington continued to explore the Federal Reserve’s influence – The FED Effects – on the stock market. It was a process they’d begun in 2015...

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!