Investment Insights

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.

Monthly Markets Memo - November 2019

World Money Small.jpgby Dan Zalipski, CFA 

Something interesting happened in the markets in the last couple months as value stocks came to life posting returns that nearly double that of their growth counterparts.  Value and growth are two labels in an overly simplified yet effective way to categorize different types of stocks. 

Market Minute - November 15, 2019

by Scott Rosenquist, CFA​

October’s employment data came in better than expected showing that the US economy continues to plow ahead.  The previous two months were also revised higher and the labor force participation rate increased.  All of this points to a growing economy and keeps recession risk low for the time being.  What do the numbers mean for the economy going forward?

Monthly Markets Memo - October 2019

World Money Small.jpgby Dan Zalipski, CFA 

The Federal Reserve cut interest rates for the second time in 2019 this past September.  The Fed reiterated its desire to extend and sustain the current expansion while citing the U.S. economic outlook as favorable.

Monthly Markets Memo - September 2019

World Money Small.jpgby Dan Zalipski, CFA 

Our Market Minute this month notes the consumer remains in good shape and is currently being credited for keeping the economic expansion going, supported by low unemployment, low inflation, and rising wages.  Retail sales continue to do well, and there’s hope that a recent drop in mortgage rates spurs another round of home buying activity.  With consumer activity doing well, I wanted to take the opportunity to check in on the other side, the producers.  This is where the stories diverge.  Consumers have, for the most part, been able to dodge the effects of the trade war.  Producers have been less fortunate.

Market Minute - September 10, 2019

by Scott Rosenquist, CFA​

U.S. Consumer

The U.S. consumer has been the bright spot for the economy as trade uncertainty continues to weigh on the manufacturing sector.  The second revision for Q2 GDP released late August showed 2% annualized growth.  Consumer spending increased 4.7% in the second quarter and continues to offset weakness in other areas of the economy.  

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