Marketmail

Stocks Retreat on Tensions

Week of August 19, 2019

Last week was another roller-coaster ride, but the S&P’s net decline was only 1% for the week, and just -4.5% from its all-time high on July 26. The big news was the ongoing protests in Hong Kong, which are casting a cloud over China and raising concerns about global growth.

Stocks Retreat on Escalating Tensions in Hong Kong and China by Louis Navellier August 20, 2019 Last week was another roller-coaster ride, but the S&P’s net decline was only 1% for the week, and just -4.5% from its all-time high on July 26.

The big news was the ongoing protests in Hong Kong, which are casting a cloud over China and raising concerns about global growth. These protests have now become more violent, including petrol bombs by some rioters and tear gas by the riot police to… Read More

The Fed is Split

Week of June 24, 2019

The 10-year Treasury bond fell below 2% for the first time since 2016 as persistent international capital flight to the U.S. is continuing to push Treasury yields lower. The market liked the Fed’s mid-week report, soaring to new highs on Thursday, creating the best June (so far) since 1955.

The Fed is Split 50-50 on 1 or 2 Rate Cuts in 2019 by Louis Navellier June 25, 2019 The big news last week was the Federal Open Market Committee (FOMC) statement on Wednesday, which removed the word “patient” and set the Fed up for potential 0.25% key

interest rate cuts at its July and/or September FOMC meetings. Interestingly, the FOMC statement also acknowledged that there are “muted inflation pressures” and that “business fixed investment has been soft,” which will cause the Fed “to act as… Read More

All Eyes on the Federal Reserve

Week of June 17, 2019

Right now, the Fed Funds futures are signaling about a 74% chance that the Fed will cut rates at its late-July meeting. I think that a cut at the September meeting is much more likely, since President Trump likes to ‘torment’ the Fed by telling them they made a mistake by tightening too quickly!

All Eyes (and Ears) Are on the Federal Reserve This Week by Louis Navellier June 18, 2019 The stock market was largely on “hold” last week in anticipation of the upcoming Federal Open Market Committee (FOMC) meeting and clarification of when the

Fed might start cutting key interest rates. Right now, the Fed Funds futures are signaling about a 74% chance that the Fed will cut rates at its late-July meeting. I think that a cut at the September meeting is much more likely, since President… Read More

Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. These commentaries are for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of a security. Please read important disclosures at the end of each Marketmail.