Portfolio Compass | April 19, 2017
“We expect mid-single-digit returns for the S&P 500 in 2017, consistent with historical mid-to-late economic cycle performance.”
Source: WEEKLY COMMENTARY
“We expect mid-single-digit returns for the S&P 500 in 2017, consistent with historical mid-to-late economic cycle performance.”
Source: WEEKLY COMMENTARY
“Many market participants came into 2017 believing rates would finally take a straight path higher, but this hasn’t been the case.”
Source: WEEKLY COMMENTARY
“Some significant technical trend lines are in play, so we take a closer look at market technicals and sentiment this week.”
Source: WEEKLY COMMENTARY
“Corporate tax reform has taken center stage as the headline policy issue.”
Source: WEEKLY COMMENTARY
“The minutes from the FOMC’s March 14-15, meeting indicated the Fed may be interested in reducing the size of their balance sheet.”
Source: WEEKLY COMMENTARY
“March 2017 economic reports continued to point to prospects of improved growth over the course of 2017, but there are signs that growth in the first quarter may not be as strong as had been expected.”
Source: WEEKLY COMMENTARY
“Minutes from the most recent Federal Reserve (Fed) meeting, released last Wednesday, sparked selling of stocks and bonds, as investors read that the Fed may reduce its $4.2 trillion balance sheet.”
Source: WEEKLY COMMENTARY
“The S&P 500 is poised for double-digit earnings growth in the first quarter. ”
Source: WEEKLY COMMENTARY
“U.S. economic growth has improved in Q1, though hard versus soft data remains a question.”
Source: WEEKLY COMMENTARY
“Almost all fixed income sectors posted positive returns in the first quarter of 2017–a strong start to the year.”
Source: WEEKLY COMMENTARY