Market Thoughts for July 2019 [Video]

July 1, 2019

June was a great month for markets around the world, capping off a strong second quarter. With so many worries about slowing growth, earnings, geopolitics, and trade, why are we seeing such strength? The Fed’s more dovish comments at the June meeting had a lot to do with pushing markets up. Plus, the economic data—from retail sales to housing—is solid. For all the worry, things are actually pretty good.

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Market Thoughts for June 2019 [Video]

June 3, 2019

May was a tough month, with U.S. and international markets down. At the same time, last month’s decline could be considered modest, and it was not based on fundamentals. Instead, it was all about confidence, which was rattled by a reignited trade war with China and proposed tariffs on Mexico. Still, there was some good news. Consumer spending picked back up, and job growth remained strong.

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Market Thoughts for May 2019 [Video]

May 2, 2019

April was another great month for the financial markets, as U.S., emerging, and developed markets were all in the green. Although there were concerns about a slowdown at the end of last month, first-quarter economic growth actually came in well above expectations. Plus, consumer spending picked up, consumer confidence bounced back, and business investment came in stronger than expected.

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Market Thoughts for April 2019 [Video]

April 2, 2019

March was another great month for the financial markets, with U.S., emerging, and developed markets all up. But this strength was a bit strange, considering the weakening seen in the fundamentals. Here in the U.S., both consumer and business confidence took a hit, the yield curve inversion caused many to worry about a pending recession, and analysts lowered their expectations regarding corporate earnings.

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Market Thoughts for March 2019 [Video]

March 1, 2019

February was another good month, with U.S. markets, developed markets, and fixed income showing gains. Still, the housing market continued its slowdown, and business investment softened. We also saw a terrible retail spending report. But the market was able to bounce back from the lows seen at the close of 2018, buoyed by the end of the government shutdown.

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Market Thoughts for February 2019 [Video]

February 1, 2019

January was a great month for the financial markets. Despite the government shutdown, signs of an economic slowdown, and dropping consumer and business confidence, U.S. and international markets were up. Plus, job and wage growth were strong, and companies made more money than expected. With the fundamentals solid, even the Fed hit pause on interest rate increases.

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Market Thoughts for January 2019 [Video]

January 2, 2019

December was another bad month in a string of bad months, with U.S. markets down about 10 percent and international markets faring only a bit better, down 5 percent to 6 percent. A combination of bad news, from a government shutdown, to the ongoing trade war, to the Fed's decision to raise rates, was enough to shake investor confidence just in time for the holidays. Still, the fundamentals continue to look strong. Has the damage been done? Stay tuned to my Market Thoughts video to find out.

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