Market Thoughts for January 2020 [Video]

January 2, 2020

We closed out the year and the decade on a burst of strength. December was a great month, and it capped a great 2019. U.S. markets were up more than 2 percent and, in some cases, considerably more than that. For the year, they were up more than 20 percent. International markets also had a strong year. In December, job growth came in much better than expected, continuing a trend that has more and more people joining the labor force. For the ninth month in a row, both income and spending went up. The housing sector did very well, and there’s a lot of confidence baked into that. So, December was a great handoff to 2020.

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2020 Market Outlook [Video]

December 17, 2019

After a strong 2019, worries are starting to build for the year ahead—especially over a potential recession. But the data is actually improving. As such, 2020 may look much like 2019. Job growth might slow, but consumers are likely to keep spending. Plus, business investment is showing signs of a comeback, which would be a significant tailwind. The news for the markets may not be as positive, as we may see some volatility. But as long as the economy keeps growing? The markets should continue to move forward.

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Market Thoughts for December 2019 [Video]

December 3, 2019

November was another great month for U.S. markets, although international markets didn’t fare as well. Still, the news was positive given the worrying headlines on the Hong Kong riots and the ongoing trade dispute. Here in the U.S., consumer confidence remained at a strong level, and business confidence bounced back. Plus, job growth beat expectations, and new home sales were up.

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Market Thoughts for November 2019 [Video]

November 1, 2019

October was a great month, with U.S. markets doing well and international markets doing even better. This positive news was surprising, given the impeachment inquiry, weak job growth, and declining business confidence. Still, major sectors of the economy remain strong. Consumers continue to earn and spend more. Plus, the Fed has gotten behind the markets with rate cuts at its last two meetings. But is there volatility ahead? Watch my latest Market Thoughts video to learn more.

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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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Market Thoughts for September 2019 [Video]

September 4, 2019

August was a tough month for markets, with fixed income the only bright spot. There was a lot of volatility, with markets down between 4 percent and 6 percent on three occasions. What drove the declines? Politics. The U.S.-China trade war heated up, and the Fed and the White House sparred over rates. Still, the economy remained solid—with consumer confidence high and strong job growth.

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Market Thoughts for August 2019 [Video]

August 1, 2019

July was a mixed month, with some good news and some bad. U.S. markets rose and fixed income went up, but emerging markets pulled back. In the U.S., second-quarter growth beat expectations, buoyed by the consumer. People were willing and able to spend, a trend that is likely to continue. Earnings also went up, another positive surprise. Still, risks remain, including the threat of Brexit under Prime Minister Boris Johnson.

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