The H Group Blog

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

The Weekly Review May 29, 2018

Guest Post - Tuesday, May 29, 2018

Summary

Economic data for the week was highlighted by a mixed durable goods report, slightly higher jobless claims, and weak housing results for new and existing home sales, as well as weaker consumer sentiment.

Equity markets the U.S. performed positively last week, while foreign equities lost ground. Bonds fared well with rates dropping across various maturities. Commodities also declined with a pareback in the price of crude oil.

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The Weekly Review May 21, 2018

Guest Post - Monday, May 21, 2018

Summary

Economic data for the week came in generally strong, with retail sales, industrial and manufacturing data, jobless claims and leading indicators all coming in solidly positive. Housing starts, however, declined more than expected.

U.S. equity markets were mixed on the week with large-caps underperforming small-caps, which gained. Emerging markets lost significant ground due to a variety of country-specific issues. Bond prices declined with rising rates, with the exception of bank loans. Commodities continued their push upward on the back of higher oil and agricultural prices.

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The Weekly Review May 14, 2018

Guest Post - Monday, May 14, 2018

Summary

Economic data for the week was highlighted by lower-than expected inflation as measured by PPI and CPI, decent consumer sentiment, as well as continued strong labor numbers.

U.S. markets gained sharply last week, with foreign equities also performing positively, although to a lesser degree. Bonds were little changed, with corporates outperforming governments; foreign bonds lost a bit of ground overall. Commodity prices gained generally, due to an uptick in the price of crude oil sparked by the U.S.’s exit from the Iran nuclear deal.

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Are we in for another round of high oil prices?

Guest Post - Monday, May 14, 2018

Oil prices have a stealthy way of luring investors into the complacency of a trading range, before taking a dramatic turn on the cusp of a single geopolitical factor (often in the Middle East) or variety of coinciding factors.  Read Entire Article Here

The Weekly Review May 7, 2018

Guest Post - Monday, May 07, 2018

Summary

Economic data for the week was highlighted by a FOMC meeting in which policy was left unchanged, some mixed to lower results for a variety of manufacturing and services indexes; the April employment situation report was mixed as well but continued to point to a strong underlying labor market.

U.S. equity markets were mixed due to a waxing and waning of trade fears, while foreign stocks lost ground due to a stronger dollar. Bonds were flat in the U.S. with little changes in rates, while foreign issues had similar dollar effects. Commodities gained with higher prices in crude oil and metals.

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Weekly Review - April 30, 2018

Guest Post - Monday, April 30, 2018

Summary

Economic data for the week featured GDP for the first quarter coming in a bit better than expected, as were durable goods orders. In housing, home prices continued to rise, and home sales came in stronger than expected. Consumer sentiment/confidence also improved, as did jobless claims to multi-decade low levels.

Equity markets were flattish to negative in the U.S., while positive results abroad were depressed by a stronger dollar. Traditional bonds were mixed as interest rates ticked higher before retreating. Commodities were also mixed as industrial and precious metals lost significant ground.

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Weekly Review - April 23, 2018

Guest Post - Monday, April 23, 2018

Summary

Economic data for the week was highlighted by stronger retail sales, industrial production and leading economic indicator reports, mixed manufacturing results, and lackluster housing data.

U.S. equity markets rose for the week, beating foreign stocks, with help from a stronger dollar. Bonds lost significant ground as interest rates ticked higher. Commodities were led by gains in industrial metals and crude oil.

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Weekly Review - April 16, 2018

Guest Post - Monday, April 16, 2018

Summary

Economic data for the week included producer and consumer inflation reports that showed pricing ticking upward, as expected, while sentiment declined and labor data, while strong, came in below expectations

Global equities gained upon more tempered language between the U.S. and China over trade policy, while bonds succumbed to interest rates pushing higher. Commodity prices rose, led by oil’s jump as a result of expected military action in Syria.

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How meaningful are these ongoing tariff threats?

Guest Post - Monday, April 09, 2018

Market volatility has obviously been ramping up as of late, with one of the catalysts being the announcement of various layers of tariffs by the U.S. administration. This rhetoric has been targeted at China, which has responded with a series of their own retaliatory tariffs. These are yet to go into effect in most cases, raising suspicions of these being merely a negotiating tactic to elicit better trade terms with China and other nations, including members of NAFTA, a treaty also under review. Regardless of the intentions, financial markets don’t like the uncertainty this has raised and have responded in kind with more extreme moves day-to-day in reaction to new announcements—certainly more volatility than we’ve become used to in recent quarters. Read Entire Article Here

Weekly Review - April 9, 2018

Guest Post - Monday, April 09, 2018

Summary

Economic data for the week was led by weaker-but-still-robust reports for manufacturing and non-manufacturing activity, yet mixed results for jobless claims and a weaker-than-expected employment situation report for March—likely weather-affected.

U.S. equity markets swung dramatically in both directions during the week, ending lower with ongoing market concerns over trade tariffs. European equities bucked the trend by gaining ground, while emerging markets declined. Bonds were flattish to slightly negative as interest rates ticked up again during the week. Commodities declined a few percent as positive results from non-energy groups were unable to offset declines in crude oil.

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