Economic Notes Read Entire Article Here
The H Group Blog
Investment and Financial Planning news from some of the best in the business.
We didn’t expect a lot from this relatively minor Fed meeting, one that didn’t even offer a press conference afterward. With QE taper expectations being pushed off again to at least December or January, as well as a 16-day government shutdown that resulted in a disruption in the compilation of economic data, there weren’t as many new issues to discuss (from what we can gather...not having been invited to the actual meeting chamber). The official commentary made mention of weaker growth, notably in housing, while household spending and business fixed investment did make advances. The government shutdown was blamed for part of this, as expected, and a continuing tough labor market was noted, despite ‘some’ improvement. Read Entire Article Here
The Nobel Prize in Economics, awarded to three leading economists, was a study in contrast. It was interesting to see the committee walk a fine line between and betwixt the theory of how capital markets work. Of the recipients, Eugene Fama, is known for his work with the Efficient Market Hypothesis, the notion that markets react swiftly and surely to all known information and adjust prices accordingly. One of the others, Robert Schiller, has spent much time documenting the various inefficiencies in those same capital markets. How could both be right? Read Entire Article Here
All the picky little bits of news that you likely didn’t even know you needed. Beats watching the pundits weigh in on the latest policy conundrums in Washington though. Read Entire Article Here
With our current government shutdown, many clients have been concerned about how these events have impacted the future of the stock market. While the future can be different than the past, it can be helpful to review the past to see how the stock market did react to previous government shutdowns. Read Entire Article Here
Should I worry about the government shutting down (again) or defaulting on its debt? Read Entire Article Here
The quarter is over, or just about as we post this. All that’s left is the resolution of the budget and only time will tell on that. Here, for your reading pleasure, are the numbers from last week. As usual the signs indicate good, bad or merely indifferent. Read Entire Article Here
The Bureau of Labor statistics has just provided some information on what Americans spend their money on in 2012. Does this seem to be consistent with your personal spending patterns? Read Entire Article Here
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- The Weekly Review May 7, 2018
- Weekly Review - April 30, 2018
- Weekly Review - April 23, 2018
- Weekly Review - April 16, 2018
- How meaningful are these ongoing tariff threats?
- Weekly Review - April 9, 2018
- Weekly Review - April 2, 2018