Investment Insights

Monthly Markets Memo - June 2019

World Money Small.jpgby Dan Zalipski, CFA 

High Expectations for Lower Rates?

Trade issues continued to drag on the market over the past month as President Trump opened a new front against Mexico.  In an effort to curb illegal immigration, President Trump threatened to place 5% tariffs on all imports from Mexico with a plan to scale the tariffs up to 25% by October.  This caught the market by surprise and added fuel to the equity market sell-off that began earlier in May with the escalation of trade tensions with China.

Market Minute - June 18, 2019

There has been a lot written on tariffs over the past few months as news regarding the trade war with China continues to develop.  On another trade front, President Trump threatened to impose 5% tariffs on Mexico but later dropped those plans as a deal was reached regarding immigration.  Trade should remain in the news as President Trump and Chinese President Xi are likely to meet at the G-20 summit in Japan later this month.   

Monthly Markets Memo - May 2019

World Money Small.jpgby Dan Zalipski, CFA 

The Trade War Heats Up

Months of calm and optimism regarding the ongoing trade war with China were shattered with a single tweet from President Trump.  U.S. officials claim China had reversed course on several key points of the agreement being negotiated between the two largest economies. 

Market Minute - May 14, 2019

Last year’s earnings growth for the S&P 500 will be a tough act to follow.  Earnings increased over 20% in 2018 with the help of tax cuts and record stock buybacks by corporations.  A lower share count boosts earnings per share and therefore the growth reported by these companies.  How does 2019 look now that most of the companies in the S&P 500 have reported first quarter earnings?

Monthly Markets Memo - April 2019

World Money Small.jpgby Dan Zalipski, CFA 

Equities moved higher over the past month with the U.S. markets leading the charge.  Emerging and developed international markets were not far behind.  The bond markets also rallied marking the second month in a row that both equities and bonds have moved higher. 

Market Minute - April 4, 2019

I’d like to share an article from Bob Veres that discusses the yield curve, a topic I introduced last August (read it here).  While the yield curve is not technically inverted at this time, it remains flat which has some people still concerned.  I hope you enjoy.

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. ​

Monthly Markets Memo - March 2019

World Money Small.jpgby Dan Zalipski, CFA 

Over the past month the equity markets continue to grind higher.  Investors are optimistic that the U.S. may be nearing a trade deal with China.   President Trump had pushed back the March 1st deadline to raise existing tariffs on Chinese goods to 25%, a sign that progress is being made on negotiations.  This is further supported by National Economic Council Director Larry Kudlow stating that negotiators have made ‘great headway’ working on a deal.  Even so, concerns remain as mixed messages continue to trickle out, with the President recently stating that he is in no rush and would even walk away from a potential deal that fails to address key issues, such as intellectual property and technology transfers.  Two steps forward, one step back.

Market Minute - March 12, 2019

IPO Market

by Scott Rosenquist, CFA​

This year is set to be a potential record for the IPO market.  Some well-known companies plan on going public in 2019 and will grab the market’s attention as their shares begin to trade for the first time.

Monthly Markets Memo - February 2019

World Money Small.jpgby Dan Zalipski, CFA 

The S&P 500 had its worst December since 1931 to close out the year.  Fast forward a month, and you may be surprised to learn that the S&P climbed nearly 8%, its best January in 32 years.  Dig a little deeper and it may not be that surprising at all to learn that some of the best market days are in close proximity to its worst days.   

Market Minute - February 14, 2019

Lesson Learned?

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. ​

by Bob Veres with Inside Information

Investors who reacted emotionally to market movements have been humbled yet again.  When U.S. stocks (measured by the S&P 500 index) fell 13.97% in last year’s fourth quarter, most of us felt in our gut like the market was in the midst of a major bear market collapse.  The downturn would continue into the new year, and take some or (worst case scenario) all of the 9+ year bull market profits with it.

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