Q3 2018 Market Update

Q3 2018, in our view, was more or less a continuation of Q2 2018, in terms of both macroeconomic data and financial market performance. Global growth continued to moderate, especially outside of the US. At the same time, trade tension between the US and China escalated further, leading to tariffs on $250bn worth of US Read more about Q3 2018 Market Update[…]

Q2 2018 Market Update

Market performance in Q2 2018 was marked by positive developed global equities and broad-based emerging markets weakness with two big themes at play: 1) divergence between U.S. growth compared to the rest of the world, and 2) continued escalation of trade tensions. Global developed equities rallied over the quarter with U.K. export-driven stocks strongly benefiting Read more about Q2 2018 Market Update[…]

A Negative Assessment on the Market

THIS IS BUT ONE PERSPECTIVE. Alphamint Research Council agrees with much of this article, however we believe the current bull market has some remaining steam and could continue another 6-18 months. With the major portion of earnings season behind us, this week we are going to take a look at the vector and velocity of economic Read more about A Negative Assessment on the Market[…]

Quick Market Update 05/07/2018

Unemployment Rate Lowest in 18 Years The Bureau of Labor Statistics released their Employment Situation Report on Friday morning and there was a lot to digest: More than 18 million U.S. jobs have been created over the past eight years; An average of 190,000 jobs were created per month over the past two years; The unemployment rate stands Read more about Quick Market Update 05/07/2018[…]

A Brief Note on Corporate Earnings… One of the Key Drivers of the Stock Market.

Corporate Earnings Continue to Be Favorable While daily headlines focused on the huge daily market swings, little attention was paid to the fact that companies are reporting very solid fourth quarter earnings. Taken directly from research firm FactSet, U.S. companies have reported the following so far: Earnings Scorecard: For Q4 2017 (with 68% of the Read more about A Brief Note on Corporate Earnings… One of the Key Drivers of the Stock Market.[…]