Portfolio Strategies

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Advocacy Investing-Macroeconomic Update February 2019
Wednesday, February 20, 2019

We hope all of you up here in the North are keeping warm and safe during the polar vortexes, snow, and ice. For those of you further south, we are envious! Below you will find an in-depth economic analysis but many of you have indicated that a quick summary would be preferable for your needs. If you are one of those people please let us know and the following summary is for.

If you haven't taken a few moments to consider your financial plans for the future please give us a call, we would love to speak with you further about how we can help discover and accomplish your goals. Call us at (312) 372-5000 and ask to speak with John, Ryan or Brad.

As Good as It Gets
Wednesday, December 19, 2018
No changes in the second estimate of third quarter GDP growth Data releases show a relatively strong start for fourth quarter GDP, but growth seems to have peaked Oil market rout has led to a crash in oil prices November payrolls come in below market expectations; labor earnings gains cool down A more dovish Fed has cast doubts about the pace of monetary...
A Powell Put?
Tuesday, November 20, 2018
The economy expanded at 3.5% (annualized) in the third quarter of 2018 Economic data releases solid, but reflect some softening of growth The housing market continues to disappoint, with falling sales and softer prices Oil prices are off their early October peak as the supply-demand balance shifts Labor markets continue to tighten, with 250,000 new jobs...
Robust Data, Stronger Headwinds
Wednesday, October 17, 2018
Data releases underscore a robust economy With the prospect of U.S. sanctions on Iranian oil exports looming , oil prices surge The Fed raised the benchmark rate by 0.25%, as expected, with a fourth rate increase expected in December and indicated that it is staying the course The global economy presents a mixed picture, with growth being hit by a Chinese...
Distant Thunder
Monday, September 17, 2018
Second quarter economic growth revised slightly upward to 4.2% (annualized) Data releases underscore continued economic strength Trade deficit widens sharply in July Oil markets tighten in anticipation of U.S. sanctions on Iranian oil exports Robust employment growth in August, with 201,000 new positions Inflation picks up Fed Chair Powell compares monetary...
Keynesian Republicans
Monday, August 20, 2018
Economic growth accelerated to 4.1% (annualized) in the second quarter Consumer confidence and households’ spending remains strong The economy added 157,000 jobs in July, with unemployment down to 3.9% Bearish sentiment drives oil markets, but supply constraints loom Inflation is steadying at 2%, and the Fed remains on its tightening track 10-year...
A Dual Reality: Trade Wars vs. Growth
Tuesday, July 17, 2018
Data releases provide a mixed, but overall positive picture Oil prices surge on geopolitical risks Another solid jobs report, with 213,000 jobs created in June Inflation picks up; the Fed is expected to stay the course towards monetary policy normalization Escalating trade tensions raise concerns about global growth The U.S. economy is poised to accelerate...
Animal Spirits
Friday, June 15, 2018
The economy is expected to accelerate after a slow start to the year Oil prices soften after surge in response to OPEC/Russia output pledges Strong payrolls number: 223,000 jobs created in May Inflation remains below the Fed target The Fed is expected to increase interest rates at the June FOMC meeting Global growth loses some of its shine, but remains on...
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