Q1 2019 Commentary

Is the Global Economic Slowdown in the Past?   The financial markets over the past six months, with the general increase in volatility, have led investors to ...

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Deteriorating Background Environment

Deteriorating Background Environment

Two of the most important areas to evaluate at this midpoint of the year are raising interest rates and the weakness of global stock markets. Most regions of the world have been impacted by slowing economic growth in emerging markets and Ch...

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Interest Rate Update

Interest Rate Update

While we know that rising interest rates lead to falling bond prices, it may not impact all bond and income-oriented asset classes equally In just a five month time-frame, the performance difference between high-yield corporate bonds and lo...

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Japan Opens the Floodgates

Japan Opens the Floodgates

Japan will double its monetary base over the next two years in an effort to rid the country of deflation The Japanese Nikkei stock index is up over 40% year-to-date with export companies leading the way Input prices for Japanese companies s...

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State of the Markets

State of the Markets

Domestic stock indexes performed strongly in the first quarter especially when compared to most foreign markets and asset classes Unemployment in the European Union reached 12% in February, a level higher than during the 2007-08 financial c...

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Putting the Record High Close of the Dow Jones in Perspective

Putting the Record High Close of the Dow Jones in Perspective

The last time the Dow surpassed its prior all-time high was in late 2006 and continued to move higher by about 20% Key measures of the economy today compared to 2007 show that the economy is not as vibrant as it was in 2007 The current rall...

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