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Archive for February, 2018

Macro Overview

By on February 15, 2018 in Newsletter Articles with 0 Comments
Macro Overview

Rising interest rates weighed on equity momentum as the expectation of increased borrowing costs and inflation accelerated market volatility. Markets retreated from gains established earlier in the year as higher global yields precipitated a pullback in domestic and international equities. A synchronized global recovery has become the catalyst for increases in commodity prices, inflation and […]

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Consumer Spending Growing Faster Than GDP – Consumer Economics

By on February 15, 2018 in Newsletter Articles with 0 Comments
Consumer Spending Growing Faster Than GDP – Consumer Economics

The past four years have seen consumer spending exceeding GDP. Various factors drive consumer spending, including sentiment, optimism, wages, and demographics. GDP grew at a 2.6% annual rate in the fourth quarter, while consumer spending grew at a 3.8% annual rate. Historically, periods where consumer spending has grown faster than economic growth, as measured by […]

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Washing Machines & Solar Panels Subject To New Import Tariffs – Trade Policy

By on February 15, 2018 in Newsletter Articles with 0 Comments
Washing Machines & Solar Panels Subject To New Import Tariffs – Trade Policy

Inexpensive imports inundating the U.S. consumer market have become a target for the Trump administration. The Commerce Department has been given the task of identifying imported products where U.S. producers and manufacturers may experience unfair trade characteristics. The low cost of labor overseas has made it nearly impossible for U.S. manufacturers to compete with, especially […]

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Mortgage Rates Starting To Rise – Mortgage Market Update

By on February 15, 2018 in Newsletter Articles with 0 Comments
Mortgage Rates Starting To Rise – Mortgage Market Update

  Optimism about economic growth has led to higher inflationary expectations, which eventually translate into higher interest rates. Over the past few months, the yield on the 10-year U.S. Treasury has increased from a historical low of 1.35% in 2016 to 2.72% at the end of January. As a gauge for mortgage rates nationally, the […]

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New IRS Tax Withholding Tables – Tax Planning

By on February 15, 2018 in Newsletter Articles with 0 Comments

Because of the new tax law provisions this past month, 90% of wage earners will see an increase in their paychecks due to revised withholding rates, according to the administration. The effect of the revisions will be noticeable in early February, or as soon as employers adopt the new withholding tables, which are required to […]

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Volatility Returns To The Market

By on February 15, 2018 in Uncategorized with 0 Comments
Volatility Returns To The Market

Equity Overview Optimism and positive sentiment surrounding earnings and growth estimates fueled equities in January, lifting equity indices to new highs. The S&P 500 achieved its 10th consecutive monthly gain in January, the longest 11-month winning streak for the index since January 1959. Stocks receded towards the end of January as rising interest rates and […]

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Market Week: February 12, 2018

By on February 12, 2018 in Market Week with 0 Comments

The Markets (as of market close February 9, 2018) OUCH! That’s probably the most apt way to describe investor sentiment about the stock market over the past couple of weeks. Despite a strong close last Friday, each of the benchmark indexes listed here lost significant value for the week. Volatility is running rampant, marked by […]

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Market Week: February 5, 2018

By on February 5, 2018 in Market Week with 0 Comments

The Markets (as of market close February 2, 2018) Whether it was the start of a market correction or just a blip in what otherwise has been an almost nine-year bull run, equities suffered their largest losses in quite some time last week. Each of the benchmark indexes listed here fell more than 3.0%, led […]

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Market Month: January 2018

By on February 1, 2018 in Monthly Commentary with 0 Comments

The Markets (as of market close January 31, 2018) Equities pulled back off of their record-setting gains at the end of January, but not enough to forestall a month of significant gains. January provided several noteworthy storylines for investors to consider. Unemployment remained low as the number of available job openings continued to recede, possibly […]

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