Trade Turbulence Investors are getting mixed signals from trade, making short-term stock moves volatile. Although last week finished positive, investors were left confused about trade. While the overarching theme seems to be positive, the week began with the US and China agreeing to roll back tariffs on each other’s goods, per Bloomberg. “In the past […]
Equity Market Gets A Boost from the Labor Market Last week, markets were boosted as the change in nonfarm payrolls came in much better than expected. 157,000 jobs were added in October while the estimate for the month was only at 85,000, per Bloomberg. It’s also noted that the 157k was better than the average […]
Consumer Confidence Comes in Below Expectations as the Market Nears All-Time Highs The University of Michigan’s sentiment index rose to 95.5 from 93.2 in September, but that was below estimates that the reading would be 96. The article from Bloomberg highlights how important the consumer has been to the current expansion. They also point out […]
Brexit – So Many Possibilities Brexit dominated headlines over the weekend, with mixed signals coming from the UK about what could happen on October 31st. Boris Johnson, the new UK Prime Minister elected on the promise he would deliver Brexit, had to send a letter to the EU asking to delay Brexit until January 31st, […]
The big news for markets over the weekend came from news out of the White House on Friday. President Trump, along with a Chinese delegation that included Vice Premier Lui He, announced a “trade deal” had been reached between the two countries. The markets rallied on Friday as talks were occurring between the US and […]
Jobs Report The jobs report came out on Friday, with many expecting systemic weakness due to the manufacturing numbers that came out days before. That weakness wasn’t seen in the top line number with 136k nonfarm payrolls added in September, a little above Bloomberg Economics’ forecast of 135k. The highlight of the report came in […]
White House Considering Delisting Chinese Companies The story broke Friday that the White House was considering limits on US portfolio flows into China. Bloomberg broke the story and it comes as discussion between US/China continues a potential truce in the trade war, with talks set to begin on October 11th. The proposal is to delist […]
The main story from last week is the Federal Reserve rate decision and guidance, which we wrote about in detail in our other blog. We’re going to go through a few other key catalysts for this upcoming week outside the decision from the Fed. Flash PMI’s On Monday flash PMI’s were released. PMI’s are a […]
The Federal Reserve met on September 18th and decided to cut interest rates by a quarter-point. What does this mean for markets and how will the Federal Reserve operate moving forward? We explain and analyze the decision below. Insurance Against Ongoing Risks In his post-meeting press conference, Fed Chairman Jerome Powell noted the ongoing risks […]
Stocks continued their climb last week, gaining a little over 1% and getting closer to the all-time highs we saw earlier this year. Even so, the word on everyone’s mind continues to be one that doesn’t necessarily lead someone to all time highs: recession. Bloomberg put together a list of important indicators to be looking […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
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about the authors
Jake Falcon, CRPC
Founder and CEO Wealth Advisor
Jake began his career in the financial services industry in 2006. He enjoys creating content that educates individuals on the differences amongst financial professionals.
Jake also like speaking/writing about complex strategies in language non-financial professionals can understand. In his free time, Jake enjoys playing golf, attending sporting events, and traveling with his wife, Rachel.
Cory Bittner, CRPC
Co-Founder and COO Wealth Advisor
Cory began his career in the financial services industry in 2010.
He enjoys promoting a message that financial planning doesn’t need to be overly complex or intimidating. Cory also enjoys educating subscribers on the many options available to individual investors.
In his free time, Cory enjoys playing tennis, reading, and spending time with his wife Cassie.
James Lewis, CFP®
Director Wealth Management
James began his career in the financial services industry in 2015.
He enjoys researching and educating on a broad arena of financial topics. James also is passionate about helping millennial clients prepare their financial futures.
In his free time, James enjoys spending time with family and friends, attending Sporting Kansas City games, and traveling.
Associate Director Investment Analyst
Jesse began his career in the financial services industry in 2018.
His primary area of focus is researching and writing about capital markets. Jesse is constantly studying and discussing the economy which helps our team make sound investment decisions for our clients.
In his free time, Jesse enjoys watching English Premier League Soccer, traveling, and spending time with friends and family.
Matt is responsible for identifying tax planning opportunities for our clients. He evaluates the details of each financial plan to maximize the tax efficiency. This helps separate our practice from others as he identifies strategies other financial planners may overlook.
Matt earned his Bachelor of Science degree in Finance from the University of Kansas. Matt also holds his Series 7 and 66 licenses.
In his free time, Matt enjoys playing golf, fishing and keeping up with the Kansas Jayhawks.