The Markets Geopolitics, what is it good for? Absolutely nothin'! In January, Robert Kahn of the Council on Foreign Relations wrote in Global Economics Monthly: “Markets showed impressive resilience in the face of a range of geopolitical shocks in 2016, but recent market moves suggest this year could ...
Category: Weekly Commentary
October 16, 2017Planmark Administrator
The Markets Slow and steady... It has been 332 days since the Standard & Poor’s 500 (S&P 500) Index experienced a 5 percent drop, reported Barron’s. If there isn’t a selloff on Monday or Tuesday, this will become the longest rally without such a drop. During this period, ...
October 9, 2017Planmark Administrator
The Markets “In theory, there is no difference between theory and practice, in practice there is.” Yogi Berra was talking about baseball, but the concept also applies to diversification, according to the GMO White Paper, The S&P 500: Just Say No. From the title, you might think ...
September 18, 2017Planmark Administrator
The Markets Hope floats. Optimism about possible pro-growth economic policies, including tax reform and deregulation, helped U.S. stock indices finish higher last week, reported Barron’s. It wasn’t all smooth sailing, though. Stocks bobbed up and down as investors’ optimism was weighted by concerns about a possible debt-ceiling ...
August 28, 2017Planmark Administrator
The Markets Here, there, and everywhere… Markets around the world appear to be benefitting from global economic recovery. After pointing out the United States’ economy is the heart of the global financial system, Barron’s reported: “The Standard & Poor’s 500 index has tirelessly amassed 30 record closes this year, ...
August 21, 2017Planmark Administrator
The Markets North Korea may be a little country, but it can churn up big trouble. The possibility that verbal hostilities between the United States and North Korea could trigger geopolitical conflict had investors on the run last week. In the United States, the Standard & Poor’s ...
August 14, 2017Planmark Administrator
The Markets Who’s been buying shares of company stock? Since the start of the bull market in 2009, U.S. companies have been buying their own stock. Stock buybacks peaked during the first three quarters of 2016 and have dropped off sharply since then, reports Financial Times citing ...
August 7, 2017Planmark Administrator
The Markets There was some good news and some bad news last week. First, the good news: Thanks to consumer spending and an upturn in federal government spending, the U.S. economy grew faster from April through June this year. Gross domestic product (GDP) grew by 2.6 percent ...
July 31, 2017Planmark Administrator
The Markets Do we have central banks to thank? Low interest rates, accommodative monetary policy, and improving economic growth have helped stock markets around the world reach record highs, reports Barron’s: “…a look around the globe shows the surge of the U.S. market to new peaks to be ...
July 24, 2017Planmark Administrator
The Markets It has been a very good year, so far. Through the end of last week, the Standard & Poor’s 500 Index posted 24 record highs and delivered returns in the high single digits. The MSCI World ex USA Index was up more than 11 percent, ...
June 26, 2017Planmark Administrator