The H Group Blog

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

Weekly Review - November 17, 2014

Guest Post - Monday, November 17, 2014

Summary

  • Economic figures last week were a bit better than expected, highlighted by a slight positive surprise in retail sales and decent sentiment surveys, which continued to post readings at high levels.
  • Equity markets were just slightly higher on the week in one of the less volatile set of sessions in several weeks. Domestic bonds were little changed. Oil prices continued to fall—affecting commodities markets and raising questions about eventual impacts in other areas.
 Read Entire Article Here

Question of the Week - November 10, 2014

Guest Post - Wednesday, November 12, 2014

How did last week’s election impact the economy and market sentiment?

By the impact on Wednesday morning, equities were higher as were interest rates, but to a muted degree as the election results were largely in line with poll expectations—with the Republicans retaining their control of the House, as well as regaining control of the Senate for the first time in eight years.

 Read Entire Article Here

Weekly Review - November 10, 2014

Guest Post - Monday, November 10, 2014

Summary

  • The headline-worthy ISM manufacturing survey came in better than expected, while other releases were mixed. The employment situation report was also decent, but not overwhelming. The mid-term election that resulted in a Republican takeover of the Senate was a moderate boost to sentiment mid-week.
  • U.S. equity markets generally rose on the week, foreign markets were weaker. Bonds were generally flat as the yield curve flattened. A continued strong dollar was a headwind for both foreign assets and commodities.
 Read Entire Article Here

Weekly Review - November 3, 2014

Guest Post - Monday, November 03, 2014

Summary

  • It was a headline week, but not necessarily dramatic, as the conclusion of the FOMC meeting resulted in the taper ending as planned, and results of 3rd quarter GDP showed that economic growth was a bit better than expected. Confidence improved, while housing was again mixed.
  • Markets ended October by experiencing another solid week, with global equities gained sharply, while traditional bonds fell back a bit due to the 'risk-on' sentiment.
 Read Entire Article Here

Question of the Week - November 3, 2014

Guest Post - Monday, November 03, 2014

Is there any hope for Europe?

Several things have happened in Europe over the past few weeks that investors have been keeping tabs on.

 Read Entire Article Here

Fed Note - October 30, 2014

Guest Post - Thursday, October 30, 2014

In their meeting that just concluded, the FOMC formally ended ‘the taper’ effective this coming month-end, closing a chapter of multiple quantitative easing programs totaling $3 trillion. This was widely anticipated, though, so markets didn’t react too strongly to the announcement (although some probably would have enjoyed an extension, as hinted about/hoped by a lone committee member last week). Read Entire Article Here

Weekly Review - October 27, 2014

Guest Post - Monday, October 27, 2014

Summary

  • The economic data of the week was focused on housing, which showed existing and new home sales outperforming expectations somewhat. Inflation came in just higher than flat, and tempered on a year-over-year basis, but the index of leading economic indicators was solidly higher.
  • While remaining volatile, markets fared a bit better on the week with U.S. stocks in the positive. Conversely, bonds gave back some of their gains as flows moved back into risk assets.
 Read Entire Article Here

Weekly Review - October 20, 2014

Guest Post - Monday, October 20, 2014

Summary

  • The important economic releases of the week were largely lackluster, with retail sales, and several regional fed surveys underwhelming, but not terrible. Perhaps more importantly, input from Europe and the Far East was more of a concern to world markets.
  • Equity markets experienced several of the most volatile days in several years, with +/- 1%-2% swings and reversals common. On net, the U.S. large cap market was among the worst performing globally, while smaller caps and emerging market equities held up much better. Bonds gained on interest rates dipping to multi-year lows before recovering a bit.
 Read Entire Article Here

Question of the Week - October 20, 2014

Guest Post - Monday, October 20, 2014

How does a stronger dollar affect us?

A stronger US dollar has been in the news lately, particularly as it relates to the financial markets and the global economy. How does a strong US dollar affect US businesses? What gives a currency value? Why are some weak and why are others strong? What causes them to fluctuate? Here is our perspective.

 Read Entire Article Here

Weekly Review - October 13, 2014

Guest Post - Tuesday, October 14, 2014

Summary

  • It was a light week for domestic economic reports, generally focused on employment subtleties; however, global economic growth expectations were downgraded by the IMF, causing additional market tumult.
  • Typical October volatility returned to markets as domestic stocks experienced some of the widest day-to-day swings of the year and ended sharply negative. Conversely, bonds gained as yields fell to their lowest levels in over a year.
 Read Entire Article Here

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