The risk-off sentiment continued last week, as geopolitical risks concerning Turkey took center stage. Further, continued trade tensions and sanctions created a contagion effect across emerging markets. Meanwhile, domestic data continued to remain robust, suggesting the Fed will continue with…
Trade tensions took center stage last week. China and the U.S. continued their tit-for-tat levies on each other’s goods. Japanese trade talks also emerged given the U.S.’s recent tariff threats on the automobile industry. Finally, U.S. relations with Turkey worsened…
Pass the heartburn medication, please. Investors had a whirlwind of data and key events to digest last week including monetary policy outlooks released by three major central banks, simmering U.S./China trade tensions, and mixed U.S. economic data. Furthermore, 10-year U.S.…
Pass the heartburn medication, please. Investors had a whirlwind of data and key events to digest last week including monetary policy outlooks released by three major central banks, simmering U.S./China trade tensions, and mixed U.S. economic data. Furthermore, 10-year U.S.…
The markets wrestled with strong headline 2Q U.S. GDP data last week, positive trade chatter between the U.S. and EU coupled with mixed earnings results from some of the biggest companies within the equity indices. The mighty Facebook suffered its…
The market had plenty to digest last week, between strong economic data out of the U.S., which further affirmed Fed Chair Powell’s upbeat outlook on the economy (Powell presented his semi-annual testimony to Congress last week) and the Fed’s path…
Last week’s focus remained on key U.S. economic releases and trade talk. U.S. inflation rose nearly 3% in June, relative to a year ago. Trade rhetoric continued with President Trump threatening additional tariffs on Chinese goods, which could directly impact…
The balancing act continued for market practitioners last week as relatively upbeat economic data trickled in (ISM manufacturing, factory orders, unemployment data all surprised on the upside) and as the largely anticipated trade war between China and the U.S. sparked…
Heading into the third quarter, the focus will likely remain on the Federal Reserve tightening monetary policy with a more bullish outlook for 2018 (given higher inflation and low unemployment) coupled with geopolitical risks and tariff tensions all continuing to fuel market…
