Marketmail

World-Changing Events

Week of June 18, 2018

President Trump’s ultimate trade goal is the removal of all tariffs, so I don’t think the stock market will react negatively to various trade spats. The bottom line is that if U.S. trade deficits continue to decline, U.S. GDP growth in the 3% range is sustainable, and that will be good for the stock market.

Despite a Week of World-Changing Events, the Market Barely Budged by Louis Navellier June 19, 2018 Last week was a massive one for big news, but the S&P barely budged all week – closing up 0.01%. The aftermath of the G7 meeting was intense.

First, President Trump offered to drop all tariffs as soon as other G7 members did the same. This would be an amazing outcome. If the G7 nations had agreed, these tariff and trade spats would no longer disrupt the stock market; but G7 leaders did… Read More

Pose and Strut

Week of June 11, 2018

The Fed wants stable financial markets, since it is good for the banking industry, especially now that some major money center banks are under stress from troubled emerging markets. As a result, I expect a relatively dovish FOMC statement that will boost both the bond and stock markets.

World Leaders Pose and Strut but Will Likely Cooperate in the End by Louis Navellier June 12, 2018 As we go to press, President Trump is meeting North Korean Supreme Leader Kim Jong-un in Singapore. Over the weekend, there was a lot of outraged

reaction by G7 leaders to President Trump’s appearance at the G7 meeting, but I expect that most countries will follow China, which offered last week to purchase nearly $70 billion of U.S. farm, manufacturing, and energy products in order to keep the… Read More

Italy Now Infected

Week of June 4, 2018

Despite higher prices for crude oil, steel, and other commodities, we are enjoying a Goldilocks economy, where growth and inflation are neither too hot nor too cold. Essentially, the Fed is on track to raise rates in June and then will monitor inflation and market rates before deciding if it wants to raise rates again.

Italy Now Infected by the Emerging Market Debt Crisis by Louis Navellier June 5, 2018 The emerging market crisis spread to Brazil and infected Italy this week. Even though Italy is not an emerging market, the country holds a disproportionate

amount of emerging market debt. Furthermore, Italian President Sergio Mattarella blocked two anti-establishment parties, the 5 Star Movement & League parties, from taking power, effectively denying Italian voters their chosen political leaders from… Read More

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