Monday Update: Inflation Slows Down and Consumer Confidence Rebounds

October 14, 2019

Last week’s news focused on inflation, consumer confidence, and the minutes from the Fed’s most recent meeting. This week will be another busy one, with reports on retail sales, housing, and industrial production scheduled.  

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Back to Basics: Lessons from an Investment Legend

October 11, 2019

Brad here. Every so often, it is a great idea to go back to the basics and make sure you are doing the fundamentals right. Brian Glazer, a senior investment consultant on our Investment Consulting Services team, spends his days working with advisors to help them do just that. He put together this piece that summarizes some lessons from a legend in the investment profession. It’s a good read and a great reminder of what we should be doing. Thanks, Brian, so over to you. Have a great weekend everyone!

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Economy Slowing—But Still Growing

October 10, 2019

I have been preparing a couple of big-picture pieces over the past couple of days, including the monthly economic risk factor and market risk updates, and it has been a bit eye opening. Conditions have deteriorated more than I had realized. Although I still don’t think we are in the trouble zone, we are certainly getting closer, as was shown in this month's Economic Risk Factor Update. I wanted to get a bit more into the detail around those risks today.

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Monthly Market Risk Update: October 2019

October 9, 2019

My colleague Sam Millette, senior investment research analyst on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Market Risk Update. Thanks for the assist, Sam!

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Economic Risk Factor Update: October 2019

October 8, 2019

My colleague Sam Millette, senior investment research analyst on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Economic Risk Factor Update. Thanks for the assist, Sam!

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Monday Update: Business Confidence Plummets Amid Disappointing Week

October 7, 2019

For the most part, last week’s news came in worse than expected, with notable declines in business confidence and a lackluster employment report drawing the most attention. This week will be busy, with updates on producer and consumer inflation, minutes from the Fed’s most recent meeting, and a consumer confidence survey all scheduled for release.

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Jobs Report a Mixed Bag

October 4, 2019

The big economic news today is the jobs report, which was a much more mixed bag than usual. Expect to see headlines saying it was a terrible report, a good report, and pretty much everywhere in between. In fact, on the whole, this report shows that while growth is slowing, the economy continues to expand and is likely to keep doing so. Let’s take a look.

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A Look Back at the Markets in September and Ahead to October 2019

October 3, 2019

September was a fairly good month for investors. Stock markets were up pretty much across the board, for both U.S. and international markets. For the quarter, a strong September took U.S. markets back into the black. International markets, which got hit harder, stayed in the red. But what do these results mean for October? Let’s take a closer look.

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This Is What We Do: The Value of Financial Advisors

October 2, 2019

I get a lot out of meeting with advisors and clients. It is always good to hear what people are thinking, listen to their concerns, and spend time understanding where real people who live outside of the investment bubble that I inhabit are coming from. The past week spent traveling was a great opportunity to do just that. But sometimes you get more than you expect.

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Market Thoughts for October 2019 [Video]

October 1, 2019

September was a pretty good month, with U.S., international, and emerging markets all up. These results were surprising given the month’s events, including a drone strike on a Saudi oil complex and the impeachment inquiry of President Trump. Still, the fundamentals remained solid. New and existing home sales went up. We also saw strong personal income growth, leading to strong retail sales growth.

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Upcoming Appearances

Are you attending the 2019 FPA Annual Conference in Minneapolis, Minnesota? Be sure to join my “Economic and Market Update” during the Educational Breakout Sessions on Friday, October 18, from 7:45 A.M. to 8:45 A.M. CT. To learn more, visit https://fpaannual.org/.

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