The H Group Blog

Investment and Financial Planning news from some of the best in the business.

Weekly Review - November 13, 2017

Website Administrator - Monday, November 13, 2017

Summary

In a very light week for economic data, highlights included continued strong job openings data, while claims ticked upward due to temporary weather impacts. Consumer sentiment also ticked downward a bit.

U.S. and foreign equity markets lost ground for the first week in several as sentiment soured, although emerging markets gained. Bonds were also down across the board, although a weaker dollar helped foreign stocks and bonds somewhat. Commodities gained as energy prices again moved higher.

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Question of the Week - November 13, 2017

Website Administrator - Monday, November 13, 2017

How is 2018 shaping up?

We know it’s early, but market hopes and dreams have already moved on to next year.

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Weekly Review - November 6, 2017

Website Administrator - Monday, November 06, 2017

Summary

Economic news for the week was dominated by a Fed meeting that resulted in no policy change, mixed manufacturing results, stronger optimism and a below-par employment situation report—several releases continue to demonstrate the effects of recent hurricanes.

Equities continued their run of success, with gains in the U.S. and foreign markets, on the back of strong earnings and economic growth. Bonds also fared well as rates decreased. Commodities gained on the week, in keeping with higher oil demand and lower production.

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Weekly Review - October 30, 2017

Website Administrator - Monday, October 30, 2017

Summary

Economic data for the week was highlighted by a strong 3rd quarter GDP report, in addition to solid durable goods results. Housing experienced a bit of a bounceback from a weaker hurricane-plagued prior month, while jobless claims contained to run at a low level.

U.S. stocks ended the week again with gains, led by strong earnings and economic data; foreign developed markets gained in local terms, but lagged when a stronger U.S. dollar was accounted for. Bonds lagged somewhat upon rates ticking higher. Commodities gained on net as crude oil prices continued a trend higher, as production cuts looked to continue.

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Weekly Review - October 23, 2017

Website Administrator - Monday, October 23, 2017

Summary

Economic data for the week included solid regional manufacturing results and production numbers, while housing statistics reflected the large impact of recent multiple hurricanes, which depressed activity. Labor strength remained robust, with jobless claims again reaching multi-decade lows.

Equity markets gained in the U.S., outperforming foreign stocks that were held back by dollar movements higher. Bonds on the investment-grade side lost ground due to higher rates, while lower quality bonds fared better; foreign bonds were held back by currency movements. Commodity prices were mixed as crude oil prices moved slightly higher, ending in the low 50's.

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Weekly Review - October 16, 2017

Website Administrator - Monday, October 16, 2017

Summary

Economic data for the week was focused on the FOMC minutes, which appeared to sustain high odds for a December rate hike, retail sales came in as expected, as did inflation, while labor markets continued to show strength in the areas of job openings and jobless claims.

Equity markets rose globally, with foreign stocks outperforming U.S. names with help from a weaker dollar. Bonds also fared decently, with interest rates falling across the yield curve. Commodities gained in a variety of sectors, including oil, which again gained ground and rose above $50/barrel.

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Weekly Review - October 9, 2017

Website Administrator - Monday, October 09, 2017

Summary

Economic data for the week was led by especially strong ISM manufacturing and non-manufacturing reports, decent construction spending, while the employment situation report for September was a mixed bag.

U.S. stock markets continued to churn forward, while a stronger dollar held back developed foreign markets—with the exception of emerging markets, which outperformed all groups. Bond returns were tempered, as U.S. rates rose a bit. Commodities lagged due to a drop in the price of crude oil and natural gas.

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Taking a Look at the Third Quarter of 2017

Ron Kelemen - Monday, October 02, 2017

Can you believe it?  The third quarter of 2017 is already behind us, and we're in the home stretch for the year.  It's been an interesting quarter.  Here's our take on it, including a little extra about the Fed's decision to dial back its quantitative easing program.  Read Entire Article Here

Weekly Review - October 2, 2017

Website Administrator - Monday, October 02, 2017

Summary

Economic news for the week included generally few surprises—a small revision upward for prior-quarter GDP, strong manufacturing results, mixed but generally disappointing housing data, slightly weaker sentiment and weather-affected jobless claims.

U.S. equity markets rose, led by small-cap stocks, while foreign markets were mixed, being negatively affected by a stronger U.S. dollar. Bonds lost ground on the government side with higher rates, while credit fared better. Commodities were mixed, as a pullback in metals was matched by higher pricing for crude oil.

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Question of the Week - October 2, 2017

Website Administrator - Monday, October 02, 2017

Where do we stand now with tax reform?

Described by the administration as 'giant, beautiful and massive,' there is now a draft plan on the table. This has been eagerly anticipated—especially since high hopes for any time of plan had begun to erode in the midst of the fractured Obamacare repeal effort. Although raw, it offers a starting road map for tax cuts and, potentially, although more complicated, more comprehensive tax reform. There weren't a lot of surprises in the first draft, but there is already pushback and this only serves to kickstart the process of further cross-party negotiations in coming months. It's often said about negotiations that no one really gets what they want, but hopefully in the end everyone can live with the outcome (although this seems to have become more difficult in Washington in recent years). The more radical reforms discussed in pre-election campaign talk have been scaled back, although there are several items that remain controversial. As you might expect, every component on a tax return has a unique constituency and lobbying effort.

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