Market Thoughts for September 2017 [Video]

September 6, 2017

August was a solid month for the economy and financial markets. International markets were mixed, but U.S. markets were up across the board, despite rising tensions with North Korea and the effects of Hurricane Harvey. Plus, retail sales came back, employment grew, and consumers seemed willing and able to spend.

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Market Thoughts for August 2017 [Video]

August 2, 2017

July was another great month for the markets and economy. U.S. and developed markets were up, due to the simple fact that companies are making more money. Earnings came in much better than expected, U.S. job growth was strong, and wage growth picked up. Plus, both consumer and business confidence are on the rise. Clearly, there is positive momentum going forward.

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Market Thoughts for July 2017 [Video]

July 5, 2017

June was a good month, with consumer confidence and business confidence remaining strong. The Federal Reserve raised rates and seems likely to keep doing so. Plus, growth is accelerating around the world, from Europe to China. But here’s the problem: Both consumer spending and business investment are not growing as much as expected.

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Market Thoughts for June 2017 [Video]

June 2, 2017

May was a good month, with financial markets around the world rising and strong gains in the U.S. Still, we’ve had political and economic concerns, with the first quarter of the year being quite slow. But the data in May suggests this slowdown was temporary: Jobs came back, consumer spending was up, and consumer confidence remained high. We also saw growth in business investment.

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Market Thoughts for May 2017 [Video]

May 2, 2017

April was another good month for markets around the world. Although worry over the French election weighed on performance, markets rallied in the last week of the month as a centrist candidate secured a spot in the final round. 

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Market Thoughts for April 2017 [Video]

April 3, 2017

Yet again, all I can say is wow. It was a decent month and a great quarter for markets, both in the U.S. and around the world.

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Market Thoughts for March 2017 [Video]

March 1, 2017

February was another "wow" month for markets. All three major U.S. indices rose substantially, and markets around the world also did quite well.

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