The H Group Blog

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

Weekly Review - June 8, 2015

Guest Post - Monday, June 08, 2015

Summary

  • Economic data last week was mixed to decent, with the headline ISM manufacturing figures, construction spending and vehicle sales coming in better than expected. The employment situation report was also stronger than anticipated.
  • Equities experienced a more difficult week, with negative returns throughout the globe. Rising interest rates were a concern, affecting bond prices dramatically. Commodity index returns were down on net, with crude oil down slightly.
 Read Entire Article Here

Weekly Review - June 1, 2015

Guest Post - Monday, June 01, 2015

Summary

  • Economic data from last week was lackluster on the manufacturing front, with poor durable goods and PMI figures, as well as a negative shot to sentiment with a negative 1st quarter GDP growth revision, while housing and consumer confidence improved.
  • Equity markets experienced a negative week globally, with the mixed economic news and uncertainty over European negotiations with Greece. Being a risk-off week, bonds were the sole positive group, with U.S. debt faring better than foreign with the dollar coming off stronger. Commodities were down slightly, although oil experienced little volatility.
 Read Entire Article Here

Question of the Week - June 1, 2015

Guest Post - Monday, June 01, 2015

There hasn't been much votality for a while. What's 'out there' over the summer to keep an eye on?

There's plenty behind the scenes, as usual. Here's a snapshot of some key issues.

 Read Entire Article Here

Weekly Review - May 26, 2015

Guest Post - Tuesday, May 26, 2015

Summary

  • Economic results were again mixed, with some improvement in housing, tempered overall but higher core CPI inflation readings and stronger jobless claim data.
  • U.S. equity markets on average were slightly higher, while foreign equities ended up negative due to the influence of a stronger U.S. dollar that eroded the impact of a much better week in local terms. Higher interest rates generally pressured bonds and real estate, while commodities also lost some ground on average.
 Read Entire Article Here

Weekly Review - May 18, 2015

Guest Post - Monday, May 18, 2015

Summary

  • Economic data for the week was mixed, with weaker-than-expected retail sales numbers, decent employment metrics and conflicting sentiment data from consumers and small businesses.
  • Global equities gained on the week, with international stocks outperforming U.S. names—due to a weakening dollar effect—both despite a lack of major headline data to move sentiment in either direction. Global bond yields jumped mid-week but came back to earth, in both U.S. and foreign markets, which resulted in generally flat domestic returns and slightly better for foreign bonds, which benefitted from a weaker dollar. Commodities rose a bit, with oil price stability and some gains in gold.
 Read Entire Article Here

Weekly Review - May 11, 2015

Guest Post - Monday, May 11, 2015

Summary

  • Economic reports last week were led by a decent ISM non-manufacturing report, low levels of jobless claims and a decent but unexceptional employment situation release—uninspiring enough to keep markets hoping for continued easy Fed policy beyond June.
  • Stocks generally gained in developed markets last week, and many emerging markets as well, although a sharply negative week in China weighed on overall index numbers. Bonds were flat in the U.S. but sold off sharply in Europe upon better economic data and accompanying rising interest rates. Commodities were generally flat as well, as oil prices were stable on the week.
 Read Entire Article Here

Weekly Review - May 4, 2015

Guest Post - Monday, May 04, 2015

Summary

  • The economic picture last week was colored by a poor U.S. GDP release for the first quarter, as well as acknowledgment by the FOMC of slowed conditions. However, other data, such as the ISM and Chicago PMI came in mixed to a bit better. Jobless claims are one stat that has continued to show improvement in the labor market.
  • Interestingly, both stock and bonds experienced negative returns last week, as did real estate, upon worries of slower growth yet also rising interest rates. Commodities gained with a weaker dollar and continued higher pricing in energy.
 Read Entire Article Here

Fed Note - April 30, 2015

Guest Post - Thursday, April 30, 2015

The FOMC meeting ended with little fanfare as theories continued to swirl about surrounding the timing of the Fed's choice to raise interest rates. Read Entire Article Here

Weekly Review - April 27, 2015

Guest Post - Monday, April 27, 2015

Summary

  • In a light week for economic releases, durable goods came in somewhat better than expected, led by aircraft orders, while housing also showed some mixed signs of life. Housing has been sporadic over the last few years, which has concerned economists, although the spring season will no doubt bring more information and clarity.
  • Equity markets worldwide gained on the week, with earnings coming in a bit better than expected. Interest rates also rose, which ended up being a negative for government bonds; corporate and emerging market debt fared better. Commodities rose with help from a weaker dollar and higher oil prices.
 Read Entire Article Here

Weekly Review - April 20, 2015

Guest Post - Monday, April 20, 2015

Summary

  • Economic results on the week were in keeping with the recent lackluster trend, with weaker-than-expected retail sales and manufacturing. Inflation came in a bit stronger, but remains flat to slightly negative on a year-over-year basis when energy price declines are considered.
  • Equity markets lost ground last week upon a variety of factors later in the week, not helped by challenging economic data. Bonds rose on lower interest rates, while commodities generally were aided by a weaker dollar and rising oil prices.
 Read Entire Article Here

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