Investment Insights

Market Minute - April 2, 2020

Circuit Breaker.jpg by Scott Rosenquist, CFA​

The markets gained some clarity over the past week as the U.S. Government took unprecedented steps to support a country in crisis.  The virus’s unpredictable impact on the economy translated into extreme market volatility, which in turn threatened the markets ability to operate.  Congress stepped in to address the economic impact by passing the CARES act, while the Federal Reserve enacted policies to ensure the markets continue to function properly.  The CARES act will provide roughly 2 trillion in economic support through a variety of measures.  Both the Fed and Congress have stated additional support may be needed.

Monthly Markets Memo - March 26, 2020

World Money Small.jpgby Dan Zalipski, CFA 

The global markets are volatile as the world continues to tackle the COVID-19 crisis.  With a lot of us ‘sheltered in place’ and working from home, we have had the opportunity to binge on news about the virus and its impact on the markets and economy.  This is precisely why I’d like to focus on some positive developments. 

Monthly Markets Memo - March 18, 2020

World Money Small.jpgby Dan Zalipski, CFA 

The Coronavirus (COVID-19) is severely disrupting the world. 

Market Minute - March 9, 2020

Circuit Breaker.jpg by Dan Zalipski, CFA

Circuit Breaker Triggered

The market is negatively reacting to two developments over the weekend.  The first of which is the latest on the Coronavirus.  Italy took the drastic step to quarantine 16 million people, more than a quarter of its population, across the northern part of the country in a desperate bid to slow the spread of this disruptive virus.  The second development was related to the energy markets.  Saudi Arabia and Russia failed to come to an agreement to cut oil production in a bid to support prices.  In response, Saudi Arabia announced deep discounts to buyers of Saudi crude, along with an increase in production of at least 10 million barrels per day.  This one-two punch created such intense selling pressure at the open that the market’s ‘circuit breakers’ were tripped.

Monthly Markets Memo - February 2020

World Money Small.jpgby Dan Zalipski, CFA 

The markets got off to a great start for 2020.  Investor’s cheered as the phase-one trade deal deescalated the trade war with China.  Fourth quarter earnings growth were expected to come in slightly negative (-1.7%) but have thus far come in slightly positive (0.7%).  There are still several companies that have yet to report their results, so these numbers can and will change.  As of now, however, the results are encouraging.  The January jobs report also surprised investors, easily exceeding the forecasts and highlighting the ongoing resilience of the U.S. economy.

Market Minute - February 11, 2020

World Stock Market Growth Compared with the U.S.

Vantage Financial welcomes guest contributions. Please know the information, opinions, and forecasts expressed in the article below are presented from unassociated parties and do not necessarily reflect the opinions of Vantage Financial Partners Limited. This article is shared as general information only and should not be considered advice.

By Bob Veres with Insider Information

Monthly Markets Memo - January 2020

World Money Small.jpgby Dan Zalipski, CFA 

The Chinese delegation signed the ‘phase-one’ trade deal on January 15th in Washington D.C.  The deal has China buying large amounts of U.S. agricultural goods.  China has also made assurances that it will begin to reform some of its longstanding and controversial practices surrounding forced technology transfers and intellectual property rights.  Should China honor their side of the agreement, the U.S. will begin to roll back some of the tariffs that have been imposed over the past 24 months.

Market Minute - January 14, 2020

by Scott Rosenquist, CFA​

The minutes from the Federal Reserve’s meeting in December were released last week and there are implications for the year ahead.  In 2019 we saw the Fed cut rates three times in response to economic weakness and trade uncertainty, which gave both the bond and equity markets a boost.  Investors should not expect multiple interest rate cuts in 2020 as the comments from the Fed seem to have set the bar high to move interest rates in either direction.

Monthly Markets Memo - December 2019

World Money Small.jpgby Dan Zalipski, CFA 

We are days away from closing out the first decade in U.S. history without a recession.  From a market perspective, the past ten years have been truly remarkable.  The decade began with the U.S. emerging from the financial crisis in the midst of unprecedented market intervention and monetary policies. 

Market Minute - December 10, 2019

by Scott Rosenquist, CFA​

This year is on track to be great for most financial asset classes.  Domestic and foreign equity markets are up double digits through the end of November and the broad fixed income market is up high single digits.  This is almost the exact opposite of what investors saw last year when cash was a top performing asset.

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