The global equities bulls are back, this time with a new term: “global synchronous recovery.” Whatever you want to call it, the facts are pretty straight – the global economy has seen broad-based growth in 2017, and we fully expect it to continue in the second half of the year. Our expectation is for the […]
The Healthcare Elephant – Republican lawmakers still appear to be short the 51 votes they need to pass the Better Care Reconciliation Act, even after further changes meant to placate moderates and the more conservative arm of the Senate. There have been murmurs of simply repealing the existing law and having the repeal go into […]
There are a few trends shaping-up simultaneously in debt markets that are worth keeping a close eye on. I’ll cut right to the chase because this is important: if these trends continue as-is, history tells us a recession is likely in the works. That’s why investors need to keep checking-in regularly on the issues I’ll […]
As the conflict with North Korea progresses, alliances are built in the East, and crude oil prices bounce back after “energy week.” What effect will these stories have on the market? Get all the details in this edition of Steady Investor’s Week… Crude Oil Bounces Back on the Heels of “Energy Week” – “Energy Week” […]
The International Monetary Fund (IMF) has pared down its outlook on U.S. economic growth, thanks to growing uncertainties around the nation’s fiscal policies. Should that pose headwinds for equities? Not so fast, we say. From 2.3% in its April update, the IMF’s U.S. GDP growth forecast for 2017 has dipped to 2.1%. The Fund has […]
Readers who are retired and are interested in travel may want to look across the Atlantic to Europe. A confluence of two economic forces – low inflation and a weak currency – has made travel in Europe relatively attractive over the last few years. As European Union inflation has puttered higher (less than 2% on […]
Senate Majority Leader, Mitch McConnell, pulled the new Healthcare bill before going to a vote while in more optimistic news U.S. banks passed the Federal Reserve’s annual stress tests and U.S. Q1 GDP is high then expected! Learn more in this week’s Steady Investor’s Week… The Healthcare Bill Gets Pulled, Again (What This Means for […]
Even as the Federal Reserve went ahead this month with the year’s second quarter-point hike in policy rate, the rally in long-term Treasuries refuses to budge. So much so that yields are hitting record lows. Are investors skeptical about the U.S. economy’s readiness for monetary tightening? On June 14th, the target range of the Fed […]
After disrupting retail, is Amazon set to conquer the supermarket industry next? Offering a $13.7 billion bid to acquire the organic food chain, Whole Foods Market Inc., the e-commerce giant has thrown the U.S. grocery industry for a loop. The news, which came out late last week, was followed by tumbling stock prices of traditional […]
