Marketmail

Tariff Threats Send Stocks Down

Week of June 3, 2019

Thanks to falling market rates, the Fed will have to cut rates later this year. Despite the fact that the S&P 500 cracked its 200-day moving average on May 31, I expect that when trade fears subside there will be a major stock market rebound, since low Treasury bond yields make the stock market incredibly attractive.

Tariff Threats to Mexico & China Send Stocks Down in May by Louis Navellier June 4, 2019 On Friday, the 10-year Treasury bond yield collapsed to 2.13% (a 20-month low) after the stock market sold off in the wake of the surprise tariffs

imposed on Mexico, to be enacted on June 10th if the Mexican government does not sufficiently cooperate with the Trump Administration to help stop the flood of illegal immigrants into the U.S.  I expect that Mexico will cooperate to avoid the tariffs,… Read More

Market Indexes are Down

Week of May 27, 2019

The 10-year U.S. Treasury bond hit a new multi-year intraday low of 2.297% Thursday, caused in part by a panic in the British pound. A weak euro and weaker British pound – as yet another Brexit deadline approaches – essentially assures that the U.S. dollar will remain strong and suppress Treasury yields.

Market Indexes are Down in May Over Several Global Crises by Louis Navellier May 29, 2019 The S&P 500 is down about 4% so far in May (through last Friday) mostly due to trade tensions with China, but those tensions were loosened somewhat on

Friday after U.S. officials eased some of the trade restrictions on China’s 5G giant, Huawei, granting them a 90-day temporary extension to stock up on U.S. semiconductor orders. Since Google provides their Android system, Huawei’s 5G phones will be… Read More

First Quarter Delivered Positive Surprises

Week of May 20, 2019

The economic indicators remain mixed – neither too hot nor too cold – the ‘Goldilocks’ balance we need to ensure continued moderate growth without Federal Reserve intervention to raise (or cut) interest rates. Overall, this creates an ideal environment of steady growth, low interest rates and low inflation.

First-Quarter Sales and Earnings Delivered Positive Surprises by Louis Navellier May 21, 2019 First-quarter announcement season is now more than 90% complete and I am happy to report that the S&P 500’s sales are up 5.9% and earnings are up

2.2%, which is a stunning surprise, since the analyst community had predicted negative earnings growth and 4% sales growth. Accelerating sales growth is a sign of overall GDP growth and a likely sign that we’ll see positive surprises in upcoming… Read More

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